Pacific Edge Advisors, LLC

13F Filings History

Latest 13F report
Q3 2021 - Oct 13, 2021
Value $
$206M
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 $206M as of Q3 2021. Top holdings included SCHX, SCHA, SCHF, SCHM, and SRLN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2021 39 $206M +$16.8M -$1.48M +$15.4M SCHX, SCHA, SCHF, SCHM, SRLN 13F-HR 10/13/2021, 01:42 PM
Q2 2021 38 $192M +$3.4M -$29.7M -$26.3M SCHX, SCHA, SCHF, SCHM, IVV 13F-HR 7/9/2021, 03:57 PM
Q1 2021 36 $208M +$7.74M -$3.43M +$4.3M SCHX, BXMT, SCHA, SCHF, SCHM 13F-HR 5/14/2021, 06:45 PM
Q4 2020 37 $192M +$2.98M -$7.46M -$4.49M SCHX, BXMT, SCHF, SCHA, IVV 13F-HR 3/5/2021, 01:00 PM
Q3 2020 36 $174M +$4.07M -$5.66M -$1.59M SCHX, SRLN, BXMT, IVV, SCHF 13F-HR 10/16/2020, 12:34 PM
Q2 2020 34 $169M +$31.1M -$26.6M +$4.56M SCHX, SRLN, BXMT, SCHF, SWCH 13F-HR 8/12/2020, 07:04 PM
Q1 2020 34 $140M +$34.2M -$26.2M +$8.01M SCHX, SCHF, SRLN, SCHA, SCHM 13F-HR 5/11/2020, 02:27 PM
Q4 2019 47 $164M +$15.6M -$13.2M +$2.41M SCHX, SRLN, SCHF, BXMT, SCHA 13F-HR 1/22/2020, 03:07 PM
Q3 2019 44 $153M +$2.81M -$1.58M +$1.22M SCHX, SRLN, BXMT, SCHF, IVV 13F-HR 10/16/2019, 05:49 PM
Q2 2019 39 $151M +$1.11M -$18.9M -$17.8M SCHX, SRLN, SCHF, BXMT, IVV 13F-HR 8/13/2019, 06:30 PM
Q1 2019 43 $165M +$11.5M -$18.9M -$7.36M SCHX, SRLN, SCHF, BXMT, SCHZ 13F-HR 5/15/2019, 01:51 PM
Q4 2018 43 $157M +$46.6M -$50.8M -$4.18M SCHX, SCHF, BXMT, IVV, SCHZ 13F-HR 3/14/2019, 09:41 PM
Q3 2018 39 $181M +$5.68M -$12.1M -$6.47M SCHX, SCHF, CORP, SCHV, SCHE 13F-HR 3/14/2019, 09:50 PM
Q2 2018 41 $181M +$21M -$2.22M +$18.7M SCHX, SCHF, SCHE, CORP, SCHV 13F-HR 3/14/2019, 09:56 PM
Q1 2018 41 $163M +$25.8M -$2.95M +$22.8M SCHX, SCHF, SCHE, CORP, SCHV 13F-HR 3/14/2019, 10:01 PM
Q4 2017 23 $141M $0 $0 SCHX, SCHF, SCHE, SCHV, CORP 13F-HR 3/14/2019, 09:05 PM