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Henson-Edgewater Management, LLC: OEF position timeline

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

Henson-Edgewater Management, LLC held 6,009 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,009 shares
    Change vs previous 13F +2,253 shares

    1.19% of the 13F portfolio, value $2,291,412.

    13F-HR 0002063364-26-000309 filed by Henson-Edgewater Management, 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 3,756 shares
    Change vs previous 13F +70 shares

    0.76% of the 13F portfolio, value $1,194,671.

    13F-HR 0002063364-26-000134 filed by Henson-Edgewater 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/A 3,686 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,264,187.

    13F-HR/A 0002063364-26-000085 filed by Henson-Edgewater Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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