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
- period ended2026-06-3013F 261,324 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 260,424 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 259,564 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 262,695 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 265,694 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 271,519 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 251,631 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 265,682 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).