Current Market Value 519,190,629
Current Holdings 82
Most Recent File Date 2025-07-14
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Edge Wealth Management 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)
2025-07-14 2025-06-30 13F-HR 82 519,191
2025-04-11 2025-03-31 13F-HR 82 493,174
2025-01-15 2024-12-31 13F-HR 80 494,037
2024-10-15 2024-09-30 13F-HR 80 498,141
2024-07-12 2024-06-30 13F-HR 78 474,882
2024-04-16 2024-03-31 13F-HR 79 475,884
2024-01-11 2023-12-31 13F-HR 79 457,272
2023-10-13 2023-09-30 13F-HR 79 427,886
2023-07-14 2023-06-30 13F-HR 77 458,157
2023-04-18 2023-03-31 13F-HR 74 436,148
2023-01-25 2022-12-31 13F-HR 86 430,050
2022-10-19 2022-09-30 13F-HR 83 452,255
2022-07-22 2022-06-30 13F-HR 89 462,459
2022-04-14 2022-03-31 13F-HR 91 507,567
2022-01-21 2021-12-31 13F-HR/A 1 R 519 546,619
2022-01-14 2021-12-31 13F-HR 519 546,619
2021-10-13 2021-09-30 13F-HR 535 512,862
2021-07-23 2021-06-30 13F-HR 440 491,429
2021-04-09 2021-03-31 13F-HR 436 470,533
2021-01-19 2020-12-31 13F-HR 384 440,290
2020-10-21 2020-09-30 13F-HR 439 434,477
2020-08-03 2020-06-30 13F-HR 675 527,376
2020-04-20 2020-03-31 13F-HR 629 460,646
2020-01-29 2019-12-31 13F-HR 595 500,052
2019-10-21 2019-09-30 13F-HR 612 434,354
2019-07-15 2019-06-30 13F-HR 602 450,759
2019-04-11 2019-03-31 13F-HR 596 405,868
2019-01-11 2018-12-31 13F-HR 594 354,667
2018-10-22 2018-09-30 13F-HR 616 416,357
2018-07-17 2018-06-30 13F-HR 584 393,077
2018-04-05 2018-03-31 13F-HR 559 376,767
2018-01-17 2017-12-31 13F-HR 539 353,055
2017-10-19 2017-09-30 13F-HR 535 330,500
2017-08-02 2017-06-30 13F-HR/A 1 R 537 317,514
2017-07-27 2017-06-30 13F-HR 536 317,514
2017-04-12 2017-03-31 13F-HR 521 288,243
2017-01-23 2016-12-31 13F-HR 495 263,984
2016-10-12 2016-09-30 13F-HR 481 235,121
2016-07-07 2016-06-30 13F-HR 481 240,409
2016-04-08 2016-03-31 13F-HR 459 220,481
2016-01-11 2015-12-31 13F-HR 465 265,047
2015-10-07 2015-09-30 13F-HR 467 265,347
2015-07-07 2015-06-30 13F-HR 452 292,292
2015-04-06 2015-03-31 13F-HR 454 297,616
2015-01-12 2014-12-31 13F-HR 411 272,673
2014-10-07 2014-09-30 13F-HR 414 259,569
2014-07-25 2014-06-30 13F-HR/A 1 R 379 240,575
2014-07-11 2014-06-30 13F-HR 379 240,501
2014-04-08 2014-03-31 13F-HR 404 238,938
2014-01-16 2013-12-31 13F-HR 344 216,438
2013-10-07 2013-09-30 13F-HR 352 163,845
2013-07-18 2013-06-30 13F-HR 346 149,595