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Edge Wealth Management LLC

SEC CIK
0001567163
Latest filing
Jul 9, 2026

SLB holding history

SLB Limited 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.

SLB overviewAll 13F holders of SLBFull Q2 2026 holdings

Shares (Q2 2026)
261,324
Value
$12.1M
% of portfolio
2.0%
Quarters held
13
Since Q1 2021
Holdings of SLB by Edge Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026261,324$12.1M2.0%+900+0.3%AddedHolders
Q1 2026260,424$13.4M2.3%+860+0.3%AddedHolders
Q4 2025259,564$9.96M1.8%−3,131−1.2%ReducedHolders
Q3 2025262,695$9.03M1.6%−2,999−1.1%ReducedHolders
Q2 2025265,694$8.99M1.7%−5,825−2.1%ReducedHolders
Q1 2025271,519$11.3M2.3%+19,888+7.9%AddedHolders
Q4 2024251,631$9.65M2.0%−14,051−5.3%ReducedHolders
Q3 2024265,682$11.1M2.2%+82,840+45.3%AddedHolders
Q2 2024182,842$8.63M1.8%+182,842NewHolders
Q1 20220$00.0%−250−100.0%Sold outHolders
Q4 2021250$7.00K<0.1%00.0%UnchangedHolders
Q3 2021250$7.00K<0.1%00.0%UnchangedHolders
Q2 2021250$8.00K<0.1%00.0%UnchangedHolders
Q1 2021250$7.00K<0.1%––Holders

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