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Edge Capital Group, LLC

SEC CIK
0001767220
Latest filing
Feb 4, 2025

DFS holding history

Discover Financial Services in every 13F filed by Edge Capital Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q4 2024 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of DFS by Edge Capital Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−19,935−100.0%Sold outHolders
Q1 202219,935$2.20M0.2%+254+1.3%AddedHolders
Q4 202119,681$2.27M0.2%+50+0.3%AddedHolders
Q3 202119,631$2.41M0.2%−235−1.2%ReducedHolders
Q2 202119,866$2.35M0.2%+10.0%AddedHolders
Q1 202119,865$1.89M0.2%––Holders

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