Current Market Value 2,243,634,209
Current Holdings 332
Most Recent File Date 2025-02-04
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Edge Capital Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-02-04 2024-12-31 13F-HR 332 2,243,634
2024-11-12 2024-09-30 13F-HR 322 2,255,897
2024-08-13 2024-06-30 13F-HR 316 2,066,093
2024-05-14 2024-03-31 13F-HR 320 2,010,614
2024-02-13 2023-12-31 13F-HR 303 1,795,593
2023-11-13 2023-09-30 13F-HR 286 1,542,225
2023-08-08 2023-06-30 13F-HR 312 1,741,312
2023-05-04 2023-03-31 13F-HR 395 1,622,832
2023-02-07 2022-12-31 13F-HR 385 1,432,113
2022-11-09 2022-09-30 13F-HR 351 1,215,829
2022-08-08 2022-06-30 13F-HR 353 1,156,866
2022-05-03 2022-03-31 13F-HR 293 1,459,172
2022-01-19 2021-12-31 13F-HR 284 1,410,300
2021-10-26 2021-09-30 13F-HR 276 1,257,161
2021-08-09 2021-06-30 13F-HR 269 1,252,012
2021-05-13 2021-03-31 13F-HR 279 1,194,394
2021-02-16 2020-12-31 13F-HR 271 1,187,595
2020-11-09 2020-09-30 13F-HR 249 1,001,062
2020-08-11 2020-06-30 13F-HR 218 956,073
2020-05-08 2020-03-31 13F-HR 214 838,220
2020-02-11 2019-12-31 13F-HR 229 1,028,185
2019-11-12 2019-09-30 13F-HR 229 988,718
2019-07-25 2019-06-30 13F-HR 252 1,040,969
2019-05-14 2019-03-31 13F-HR 232 1,015,441
2019-02-14 2018-12-31 13F-HR 230 921,351