Edge Wealth Management LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edge Wealth Management LLC on PG, newest first. How the timeline and the estimate are built.
Edge Wealth Management LLC held 59,051 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 59,051 sharesChange vs previous 13F +129 shares
1.3% of the 13F portfolio, value $8,627,883.
13F-HR 0001567163-26-000008 filed by Edge Wealth Management LLC
Accepted , ingested - period ended2026-06-3013F 58,922 sharesChange vs previous 13F +202 shares
1.45% of the 13F portfolio, value $8,630,335.
13F-HR 0001567163-26-000005 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 58,720 sharesChange vs previous 13F -237 shares
1.45% of the 13F portfolio, value $8,481,489.
13F-HR 0001567163-26-000003 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 58,957 sharesChange vs previous 13F +369 shares
1.49% of the 13F portfolio, value $8,449,119.
13F-HR 0001567163-26-000001 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 58,588 sharesChange vs previous 13F +205 shares
1.59% of the 13F portfolio, value $9,002,036.
13F-HR 0001085146-25-005929 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 58,383 sharesChange vs previous 13F -71 shares
1.79% of the 13F portfolio, value $9,296,269.
13F-HR 0001085146-25-003784 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 58,454 sharesChange vs previous 13F +1,144 shares
2.02% of the 13F portfolio, value $9,961,684.
13F-HR 0001085146-25-002050 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,310 sharesChange vs previous 13F not available
1.94% of the 13F portfolio, value $9,608,074.
13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).