Skip to content
Disclosery

Edge Wealth Management LLC: VTI position timeline

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

Edge Wealth Management LLC held 1,258 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,258 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $473,299.

    13F-HR 0001567163-26-000008 filed by Edge Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,257 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $465,286.

    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).

  3. period ended2026-03-31
    13F 1,246 shares
    Change vs previous 13F +293 shares

    0.07% of the 13F portfolio, value $399,856.

    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).

  4. period ended2025-12-31
    13F 953 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $319,592.

    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).

  5. period ended2025-09-30
    13F 953 shares
    Change vs previous 13F -70 shares

    0.06% of the 13F portfolio, value $312,732.

    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).

  6. period ended2025-06-30
    13F 1,023 shares
    Change vs previous 13F +184 shares

    0.06% of the 13F portfolio, value $311,131.

    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).

  7. period ended2025-03-31
    13F 839 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $230,538.

    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).