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RIVER'S EDGE WEALTH MANAGEMENT, LLC: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RIVER'S EDGE WEALTH MANAGEMENT, LLC on IBDT, newest first. How the timeline and the estimate are built.

RIVER'S EDGE WEALTH MANAGEMENT, LLC held 34,566 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,566 shares
    Change vs previous 13F +495 shares

    0.77% of the 13F portfolio, value $870,724.

    13F-HR 0002109861-26-000004 filed by RIVER'S 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).

  2. period ended2026-03-31
    13F 34,071 shares
    Change vs previous 13F +651 shares

    0.81% of the 13F portfolio, value $864,032.

    13F-HR 0002109861-26-000003 filed by RIVER'S 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 33,420 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $853,206.

    13F-HR 0002109861-26-000002 filed by RIVER'S 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).