13F Filings History of Pacific Edge Advisors, LLC

Latest 13F report
Q3 2021 - 13 Oct 2021
Value $
$205,582,000
Signature - Title
Jason Martinez - Sr. Investment Operations Manager
Location
Corona Del Mar, CA
Summary
This page shows a list of all the recent 13F filings made by Pacific Edge Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pacific Edge Advisors, LLC reported 39 stock holdings with total value $205,582,000 as of Q3 2021. Top holdings included SCHX, SCHA, SCHF, SCHM, and SRLN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2021 39 $205,582,000 +$16,837,384 -$1,476,837 +$15,360,547 SCHX, SCHA, SCHF, SCHM, SRLN 13F-HR 13 Oct 2021, 13:42
Q2 2021 38 $192,350,000 +$3,403,948 -$29,748,960 -$26,345,012 SCHX, SCHA, SCHF, SCHM, IVV 13F-HR 09 Jul 2021, 15:57
Q1 2021 36 $207,653,000 +$7,736,515 -$3,433,003 +$4,303,512 SCHX, BXMT, SCHA, SCHF, SCHM 13F-HR 14 May 2021, 18:45
Q4 2020 37 $192,063,000 +$2,977,986 -$7,463,733 -$4,485,747 SCHX, BXMT, SCHF, SCHA, IVV 13F-HR 05 Mar 2021, 13:00
Q3 2020 36 $173,701,000 +$4,072,505 -$5,663,320 -$1,590,815 SCHX, SRLN, BXMT, IVV, SCHF 13F-HR 16 Oct 2020, 12:34
Q2 2020 34 $169,493,000 +$31,122,231 -$26,557,805 +$4,564,426 SCHX, SRLN, BXMT, SCHF, SWCH 13F-HR 12 Aug 2020, 19:04
Q1 2020 34 $140,030,000 +$34,175,986 -$26,167,405 +$8,008,581 SCHX, SCHF, SRLN, SCHA, SCHM 13F-HR 11 May 2020, 14:27
Q4 2019 47 $164,021,000 +$15,588,113 -$13,182,496 +$2,405,617 SCHX, SRLN, SCHF, BXMT, SCHA 13F-HR 22 Jan 2020, 15:07
Q3 2019 44 $152,989,000 +$2,807,836 -$1,582,968 +$1,224,868 SCHX, SRLN, BXMT, SCHF, IVV 13F-HR 16 Oct 2019, 17:49
Q2 2019 39 $151,454,000 +$1,114,206 -$18,873,462 -$17,759,256 SCHX, SRLN, SCHF, BXMT, IVV 13F-HR 13 Aug 2019, 18:30
Q1 2019 43 $165,065,000 +$11,527,629 -$18,889,214 -$7,361,585 SCHX, SRLN, SCHF, BXMT, SCHZ 13F-HR 15 May 2019, 13:51
Q4 2018 43 $157,048,000 +$46,627,458 -$50,804,497 -$4,177,039 SCHX, SCHF, BXMT, IVV, SCHZ 13F-HR 14 Mar 2019, 21:41
Q3 2018 39 $181,146,000 +$5,683,089 -$12,149,688 -$6,466,599 SCHX, SCHF, CORP, SCHV, SCHE 13F-HR 14 Mar 2019, 21:50
Q2 2018 41 $181,308,000 +$20,950,967 -$2,222,172 +$18,728,795 SCHX, SCHF, SCHE, CORP, SCHV 13F-HR 14 Mar 2019, 21:56
Q1 2018 41 $162,580,000 +$25,799,005 -$2,951,950 +$22,847,055 SCHX, SCHF, SCHE, CORP, SCHV 13F-HR 14 Mar 2019, 22:01
Q4 2017 23 $141,144,000 $0 $0 $0 SCHX, SCHF, SCHE, SCHV, CORP 13F-HR 14 Mar 2019, 21:05