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Edge Wealth Management LLC: PSA position timeline

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

Edge Wealth Management LLC held 44,196 PSA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,196 shares
    Change vs previous 13F +67 shares

    2.37% of the 13F portfolio, value $14,067,873.

    13F-HR 0001567163-26-000005 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).

  2. period ended2026-03-31
    13F 44,129 shares
    Change vs previous 13F -13 shares

    2.04% of the 13F portfolio, value $11,953,531.

    13F-HR 0001567163-26-000003 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 ended2025-12-31
    13F 44,142 shares
    Change vs previous 13F -528 shares

    2.02% of the 13F portfolio, value $11,454,960.

    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).

  4. period ended2025-09-30
    13F 44,670 shares
    Change vs previous 13F -45 shares

    2.29% of the 13F portfolio, value $12,903,062.

    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).

  5. period ended2025-06-30
    13F 44,715 shares
    Change vs previous 13F -281 shares

    2.53% of the 13F portfolio, value $13,134,999.

    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).

  6. period ended2025-03-31
    13F 44,996 shares
    Change vs previous 13F +765 shares

    2.73% of the 13F portfolio, value $13,466,822.

    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).

  7. period ended2024-12-31
    13F 44,231 shares
    Change vs previous 13F -585 shares

    2.68% of the 13F portfolio, value $13,244,500.

    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).

  8. period ended2024-09-30
    13F 44,816 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $16,307,165.

    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).