Edge Capital Group, LLC historic quarter change: USA Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Edge Capital Group, LLC opened 3 positions, added to 2, reduced 8 and sold out of 10.
- Q4 2024: Stock DUPONT DE NEMOURS INC COM; Country of operation United States; Class Stock; Shares before 6,951.
- Q4 2024: Stock PINNACLE FINL PARTNERS INC COM; Country of operation United States; Class Stock; Shares before 5,089.
- Q3 2024: Stock BERKSHIRE HATHAWAY INC DEL CL A; Country of operation United States; Class Stock; Shares before 12.
- Q3 2024: Stock DUPONT DE NEMOURS INC COM; Country of operation United States; Class Stock; Shares before 6,983.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767220), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||