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Disclosery

Edge Wealth Management LLC: PFF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edge Wealth Management LLC on PFF, newest first. How the timeline and the estimate are built.

Edge Wealth Management LLC held 0 PFF shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,144,329 shares

    13F-HR 0001567163-26-000001 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,144,329 shares
    Change vs previous 13F -42,981 shares

    6.41% of the 13F portfolio, value $36,183,695.

    13F-HR 0001085146-25-005929 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 1,187,310 shares
    Change vs previous 13F -116,105 shares

    7.02% of the 13F portfolio, value $36,444,488.

    13F-HR 0001085146-25-003784 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,303,415 shares
    Change vs previous 13F -1,832 shares

    8.12% of the 13F portfolio, value $40,053,950.

    13F-HR 0001085146-25-002050 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 1,305,247 shares
    Change vs previous 13F -24,739 shares

    8.31% of the 13F portfolio, value $41,036,973.

    13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 1,329,986 shares
    Change vs previous 13F not available

    8.87% of the 13F portfolio, value $44,195,450.

    13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).