Skip to main content

Edge Financial Advisors LLC

SEC CIK
0002011402
Latest filing
Jan 28, 2026

EIX holding history

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

EIX overviewAll 13F holders of EIXFull Q4 2025 holdings

Shares (Q4 2025)
9,040
Value
$542.6K
% of portfolio
0.2%
Quarters held
8
Since Q1 2024
Holdings of EIX by Edge Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20259,040$542.6K0.2%−103−1.1%ReducedHolders
Q3 20259,143$505.4K0.2%+122+1.4%AddedHolders
Q2 20259,021$465.5K0.2%+9+0.1%AddedHolders
Q1 20259,012$531.0K0.3%+115+1.3%AddedHolders
Q4 20248,897$710.4K0.6%+82+0.9%AddedHolders
Q3 20248,815$767.7K0.7%+37+0.4%AddedHolders
Q2 20248,778$630.4K0.7%+56+0.6%AddedHolders
Q1 20248,722$616.9K0.5%–No prior filingHolders