EdgeRock Capital LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, EdgeRock Capital LLC opened 7 positions, added to 0, reduced 1 and sold out of 19.
- Q4 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 0.
- Q2 2024: Stock TE CONNECTIVITY LTD; Country of operation —; Class SHS; Shares before 0.
- Q2 2024: Stock FERGUSON PLC NEW; Country of operation —; Class SHS; Shares before 0.
- Q2 2024: Stock AXONICS INC; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908378), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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 2022-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ARK & TLK INVESTMENTS, LLC | United States | $0.370B | 119 |
| Rock Point Advisors, LLC | United States | $0.370B | 118 |
| Mizuho Bank, Ltd. | Japan | $0.369B | 4 |
| CAPITAL WEALTH MANAGEMENT, LLC | United States | $0.370B | 34 |
| WorthPointe, LLC | United States | $0.369B | 118 |
| First American Financial Corp | United States | $0.370B | 3 |
| Cutler Capital Management, LLC | United States | $0.370B | 116 |
| Meredith Wealth Planning | United States | $0.369B | 70 |
| ATTICUS WEALTH MANAGEMENT, LLC | United States | $0.369B | 181 |
| CCG WEALTH MANAGEMENT, LLC | United States | $0.369B | 136 |