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Disclosery

EdgeRock Capital LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EdgeRock Capital LLC on SPY, newest first. How the timeline and the estimate are built.

EdgeRock Capital LLC held 4,666 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,666 shares
    Change vs previous 13F -54 shares

    0.79% of the 13F portfolio, value $3,484,370.

    13F-HR 0001908378-26-000004 filed by EdgeRock Capital 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 4,720 shares
    Change vs previous 13F +564 shares

    0.83% of the 13F portfolio, value $3,069,636.

    13F-HR 0001908378-26-000003 filed by EdgeRock Capital 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 4,156 shares
    Change vs previous 13F +187 shares

    0.75% of the 13F portfolio, value $2,834,407.

    13F-HR 0001908378-26-000001 filed by EdgeRock Capital 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 3,969 shares
    Change vs previous 13F +95 shares

    0.74% of the 13F portfolio, value $2,643,905.

    13F-HR 0001908378-25-000008 filed by EdgeRock Capital 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 3,874 shares
    Change vs previous 13F -215 shares

    0.76% of the 13F portfolio, value $2,394,113.

    13F-HR 0001908378-25-000003 filed by EdgeRock Capital 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 4,089 shares
    Change vs previous 13F -186 shares

    1.63% of the 13F portfolio, value $2,287,892.

    13F-HR 0001908378-25-000002 filed by EdgeRock Capital 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 4,275 shares
    Change vs previous 13F -446 shares

    1.64% of the 13F portfolio, value $2,505,487.

    13F-HR 0001908378-25-000001 filed by EdgeRock Capital 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 4,721 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,708,769.

    13F-HR 0001908378-24-000005 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).