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Edgestream Partners, L.P.: WSFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgestream Partners, L.P. on WSFS, newest first. How the timeline and the estimate are built.

Edgestream Partners, L.P. held 84,416 WSFS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,416 shares
    Change vs previous 13F +84,416 shares

    0.19% of the 13F portfolio, value $6,477,240.

    13F-HR 0001535061-26-000004 filed by Edgestream Partners, L.P.
    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 0 shares
    Change vs previous 13F -58,487 shares

    13F-HR 0001535061-26-000003 filed by Edgestream Partners, L.P.
    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.

  3. period ended2025-12-31
    13F 58,487 shares
    Change vs previous 13F -87,011 shares

    0.09% of the 13F portfolio, value $3,230,822.

    13F-HR 0001535061-26-000001 filed by Edgestream Partners, L.P.
    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 145,498 shares
    Change vs previous 13F -15,121 shares

    0.23% of the 13F portfolio, value $7,846,707.

    13F-HR 0001535061-25-000007 filed by Edgestream Partners, L.P.
    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 160,619 shares
    Change vs previous 13F +160,619 shares

    0.25% of the 13F portfolio, value $8,834,045.

    13F-HR 0001535061-25-000005 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -44,914 shares

    13F-HR 0001535061-25-000003 filed by Edgestream Partners, L.P.
    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.

  7. period ended2024-09-30
    13F 44,914 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,290,165.

    13F-HR 0001535061-24-000004 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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