Edge Wealth Management LLC: XLV position timeline

Edge Wealth Management LLC held 1,475 XLV 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 1,475 shares

   Change vs previous 13F +1 shares

   0.04% of the 13F portfolio, value $249,183.

   13F-HR 0001567163-26-000008 filed by Edge Wealth Management LLC
   Accepted 2026-10-13 20:22:46 UTC, ingested 2026-10-13 20:23:13 UTC

2. period ended2026-06-30

   13F 1,474 shares

   Change vs previous 13F +67 shares

   0.04% of the 13F portfolio, value $233,856.

   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).

3. period ended2026-03-31

   13F 1,407 shares

   Change vs previous 13F -1,392 shares

   0.04% of the 13F portfolio, value $206,262.

   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).

4. period ended2025-12-31

   13F 2,799 shares

   Change vs previous 13F +1 shares

   0.08% of the 13F portfolio, value $433,306.

   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).

5. period ended2025-09-30

   13F 2,798 shares

   Change vs previous 13F -654 shares

   0.07% of the 13F portfolio, value $389,449.

   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).

6. period ended2025-06-30

   13F 3,452 shares

   Change vs previous 13F -570 shares

   0.09% of the 13F portfolio, value $465,061.

   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).

7. period ended2025-03-31

   13F 4,022 shares

   Change vs previous 13F +180 shares

   0.12% of the 13F portfolio, value $587,208.

   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).

8. period ended2024-12-31

   13F 3,842 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $528,544.

   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).