Edge Wealth Management LLC

SEC CIK: 0001567163
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

BP holding history

BP PLC in every 13F filed by Edge Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BP overview All 13F holders of BP Full Q2 2026 holdings

Shares (Q2 2026): 12,984
Value: $479.7K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BP by Edge Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,984	$479.7K	0.1%	+10+0.1%	Added	Holders
Q1 2026	12,974	$609.8K	0.1%	−1,491−10.3%	Reduced	Holders
Q4 2025	14,465	$502.4K	0.1%	−3,080−17.6%	Reduced	Holders
Q3 2025	17,545	$604.6K	0.1%	+23+0.1%	Added	Holders
Q2 2025	17,522	$524.3K	0.1%	00.0%	Unchanged	Holders
Q1 2025	17,522	$592.1K	0.1%	+10+0.1%	Added	Holders
Q4 2024	17,512	$517.7K	0.1%	−139−0.8%	Reduced	Holders
Q3 2024	17,651	$554.1K	0.1%	−51−0.3%	Reduced	Holders
Q2 2024	17,702	$639.1K	0.1%	−1,063−5.7%	Reduced	Holders
Q1 2024	18,765	$707.1K	0.1%	−60−0.3%	Reduced	Holders
Q4 2023	18,825	$666.4K	0.1%	−5,141−21.5%	Reduced	Holders
Q3 2023	23,966	$928.0K	0.2%	−993−4.0%	Reduced	Holders
Q2 2023	24,959	$880.8K	0.2%	−16−0.1%	Reduced	Holders
Q1 2023	24,975	$947.9K	0.2%	−4,475−15.2%	Reduced	Holders
Q4 2022	29,450	$1.03M	0.2%	−941−3.1%	Reduced	Holders
Q3 2022	30,391	$872.0K	0.2%	−1,287−4.1%	Reduced	Holders
Q2 2022	31,678	$898.0K	0.2%	−8,780−21.7%	Reduced	Holders
Q1 2022	40,458	$1.19M	0.2%	−2,376−5.5%	Reduced	Holders
Q4 2021	42,834	$1.14M	0.2%	−41,662−49.3%	Reduced	Holders
Q3 2021	84,496	$2.31M	0.5%	−6,722−7.4%	Reduced	Holders
Q2 2021	91,218	$2.41M	0.5%	+376+0.4%	Added	Holders
Q1 2021	90,842	$2.21M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.