Edge Financial Advisors LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 7 quarters from 2024-03-31 to 2025-12-31, Edge Financial Advisors LLC opened 27 positions, added to 136, reduced 85 and sold out of 38.
- Q4 2025: Stock TSLA; Country of operation United States; Class COM; Shares before 2,082.
- Q4 2025: Stock ACN; Country of operation —; Class SHS CLASS A; Shares before 3,541.
- Q4 2025: Stock DUK; Country of operation United States; Class COM NEW; Shares before 5,486.
- Q4 2025: Stock CEG; Country of operation United States; Class COM; Shares before 1,532.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011402), 7 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2026-02-05). 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 2024-03-31.
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