Edge Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
New York, NY
CIK
0001567163
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 83 452,255 13F-HR 10/18/2022 000108514622003500 Edge Wealth Management LLC
Q2 2022 89 462,459 13F-HR 7/21/2022 000108514622002500 Edge Wealth Management LLC
Q1 2022 91 507,567 13F-HR 4/14/2022 000108514622001419 Edge Wealth Management LLC
Q4 2021 520 546,619 RESTATEMENT 1/20/2022 000156716322000002 Edge Wealth Management LLC
Q4 2021 520 546,619 13F-HR 1/14/2022 000156716322000001 Edge Wealth Management LLC
Q3 2021 536 512,862 13F-HR 10/12/2021 000156716321000004 Edge Wealth Management LLC
Q2 2021 441 491,429 13F-HR 7/22/2021 000156716321000003 Edge Wealth Management LLC
Q1 2021 437 470,533 13F-HR 4/9/2021 000156716321000002 Edge Wealth Management LLC
Q4 2020 385 440,290 13F-HR 1/19/2021 000156716321000001 Edge Wealth Management LLC
Q3 2020 442 434,477 13F-HR 10/21/2020 000156716320000004 Edge Wealth Management LLC
Q2 2020 681 527,376 13F-HR 8/3/2020 000156716320000003 Edge Wealth Management LLC
Q1 2020 633 460,646 13F-HR 4/20/2020 000156716320000002 Edge Wealth Management LLC
Q4 2019 613 500,052 13F-HR 1/29/2020 000156716320000001 Edge Wealth Management LLC
Q3 2019 612 434,354 13F-HR 10/21/2019 000156716319000004 Edge Wealth Management LLC
Q2 2019 604 450,759 13F-HR 7/15/2019 000156716319000003 Edge Wealth Management LLC
Q1 2019 599 405,868 13F-HR 4/11/2019 000156716319000002 Edge Wealth Management LLC
Q4 2018 595 354,667 13F-HR 1/11/2019 000156716319000001 Edge Wealth Management LLC
Q3 2018 618 416,357 13F-HR 10/22/2018 000156716318000004 Edge Wealth Management LLC
Q2 2018 584 393,077 13F-HR 7/17/2018 000156716318000003 Edge Wealth Management LLC
Q1 2018 560 376,767 13F-HR 4/5/2018 000156716318000002 Edge Wealth Management LLC
Q4 2017 541 353,055 13F-HR 1/18/2018 000156716318000001 Edge Wealth Management LLC
Q3 2017 536 330,500 13F-HR 10/19/2017 000156716317000005 Edge Wealth Management LLC
Q2 2017 537 317,514 RESTATEMENT 8/2/2017 000156716317000004 Edge Wealth Management LLC
Q2 2017 537 317,514 13F-HR 7/28/2017 000156716317000003 Edge Wealth Management LLC
Q1 2017 521 288,243 13F-HR 4/12/2017 000156716317000002 Edge Wealth Management LLC
Q4 2016 495 263,984 13F-HR 1/24/2017 000156716317000001 Edge Wealth Management LLC
Q3 2016 481 235,121 13F-HR 10/13/2016 000156716316000008 Edge Wealth Management LLC
Q2 2016 481 240,409 13F-HR 7/8/2016 000156716316000007 Edge Wealth Management LLC
Q1 2016 459 220,481 13F-HR 4/8/2016 000156716316000006 Edge Wealth Management LLC
Q4 2015 465 265,047 13F-HR 1/11/2016 000156716316000005 Edge Wealth Management LLC
Q3 2015 467 265,347 13F-HR 10/7/2015 000156716315000004 Edge Wealth Management LLC
Q2 2015 453 292,292 13F-HR 7/7/2015 000156716315000003 Edge Wealth Management LLC
Q1 2015 454 297,616 13F-HR 4/6/2015 000156716315000002 Edge Wealth Management LLC
Q4 2014 412 272,673 13F-HR 1/12/2015 000156716315000001 Edge Wealth Management LLC
Q3 2014 415 259,569 13F-HR 10/7/2014 000156716314000005 Edge Wealth Management LLC
Q2 2014 380 240,575 RESTATEMENT 7/25/2014 000156716314000004 Edge Wealth Management LLC
Q2 2014 380 240,501 13F-HR 7/11/2014 000156716314000003 Edge Wealth Management LLC
Q1 2014 404 238,938 13F-HR 4/8/2014 000156716314000002 Edge Wealth Management LLC
Q4 2013 345 216,438 13F-HR 1/16/2014 000156716314000001 Edge Wealth Management LLC