Edge Wealth Management LLC: SHY position timeline

Edge Wealth Management LLC held 393,457 SHY 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 393,457 shares

   Change vs previous 13F +3,000 shares

   5.44% of the 13F portfolio, value $32,306,754.

   13F-HR 0001567163-26-000005 filed by Edge Wealth Management LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 390,457 shares

   Change vs previous 13F +7,484 shares

   5.51% of the 13F portfolio, value $32,240,034.

   13F-HR 0001567163-26-000003 filed by Edge Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 382,973 shares

   Change vs previous 13F +22,778 shares

   5.6% of the 13F portfolio, value $31,717,824.

   13F-HR 0001567163-26-000001 filed by Edge Wealth Management LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 360,195 shares

   Change vs previous 13F -661 shares

   5.29% of the 13F portfolio, value $29,881,777.

   13F-HR 0001085146-25-005929 filed by Edge Wealth Management LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 360,856 shares

   Change vs previous 13F +9,752 shares

   5.76% of the 13F portfolio, value $29,900,276.

   13F-HR 0001085146-25-003784 filed by Edge Wealth Management LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 351,104 shares

   Change vs previous 13F +4,507 shares

   5.89% of the 13F portfolio, value $29,046,834.

   13F-HR 0001085146-25-002050 filed by Edge Wealth Management LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 346,597 shares

   Change vs previous 13F -9,332 shares

   5.75% of the 13F portfolio, value $28,414,022.

   13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 355,929 shares

   Change vs previous 13F not available

   5.94% of the 13F portfolio, value $29,595,496.

   13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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