Number of Shares
10,000
Previous 30,000 66.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

SELL
N/A
-20,000 Reduced 66.67%
10,000 $0
Q3 2025

Oct 14, 2025

BUY
N/A
5,000 Added 20.0%
30,000 $0
Q1 2025

Apr 10, 2025

BUY
N/A
5,000 Added 25.0%
25,000 $0
Q3 2024

Oct 15, 2024

BUY
N/A
20,000 New
20,000 $0
Track This Portfolio

Track Edge Wealth Management LLC Portfolio

Follow Edge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Wealth Management LLC with notifications on news.