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Edge Wealth Management LLC: SLB position timeline

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

Edge Wealth Management LLC held 261,324 SLB 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 261,324 shares
    Change vs previous 13F +900 shares

    2.05% of the 13F portfolio, value $12,148,958.

    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 260,424 shares
    Change vs previous 13F +860 shares

    2.29% of the 13F portfolio, value $13,383,204.

    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 259,564 shares
    Change vs previous 13F -3,131 shares

    1.76% of the 13F portfolio, value $9,962,076.

    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 262,695 shares
    Change vs previous 13F -2,999 shares

    1.6% of the 13F portfolio, value $9,028,829.

    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 265,694 shares
    Change vs previous 13F -5,825 shares

    1.73% of the 13F portfolio, value $8,987,093.

    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 271,519 shares
    Change vs previous 13F +19,888 shares

    2.3% of the 13F portfolio, value $11,349,496.

    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 251,631 shares
    Change vs previous 13F -14,051 shares

    1.95% of the 13F portfolio, value $9,647,515.

    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 265,682 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $11,145,359.

    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).