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Disclosery

Edge Wealth Management LLC: VTWO position timeline

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

Edge Wealth Management LLC held 1,800 VTWO 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 1,800 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $202,779.

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

  2. period ended2026-06-30
    13F 1,800 shares
    Change vs previous 13F +1,800 shares

    0.04% of the 13F portfolio, value $218,556.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,665 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 2,665 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $260,690.

    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 2,665 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $232,561.

    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 2,665 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $214,932.

    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 2,665 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $238,064.

    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).