Edge Financial Advisors LLC SEC EDGAR Filings (CIK 0002011402)

SEC EDGAR filings, ownership reports, and insider transactions for Edge Financial Advisors LLC.

Business address
111 W Wesley St, Ste 1, Wheaton, IL, 60187
Top securities (13F)
ITOT, SPY, IXUS, DUHP, DYNF, JQUA, DFUS, DFAI, AAPL, VGSH, VUG, IVV, AGG, AVNM, DFAE, VV, QUAL, JPM, DIHP, and EFA
State of incorporation
IL
Fiscal year end
31 December
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Edge Financial Advisors LLC has filed 8 SEC EDGAR filings since 22 Apr 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 31 Oct 2025 30 Sep 2025 028-24070
N-PX Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-24070
N-PX Open Document Open Filing 24 Jul 2025 30 Jun 2024 028-24070
13F-HR Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-24070
13F-HR Open Document Open Filing 18 Apr 2025 31 Mar 2025 028-24070
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-24070
13F-HR Open Document Open Filing 25 Oct 2024 30 Sep 2024 028-24070
13F-HR Open Document Open Filing 22 Apr 2024 31 Mar 2024 028-24070