Edge Wealth Management LLC MHD — BLACKROCK MUNIHOLDINGS FD IN

Ownership history in Edge Wealth Management LLC  ·  1 quarter on record

AI Ownership Summary

Edge Wealth Management LLC reported BLACKROCK MUNIHOLDINGS FD IN (MHD) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.03% in 2026 Q3. The latest visible filing shows MHD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Edge Wealth Management LLC's position in BLACKROCK MUNIHOLDINGS FD IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MHD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Edge Wealth Management LLC held MHD — position size vs. price
% of Fund (quarterly)    MHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 16,221 — — 0.03% $167K 2026-10-13 $10.30

FAQ About Edge Wealth Management LLC and MHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Edge Wealth Management LLC reported owning MHD?

Edge Wealth Management LLC reported MHD across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported MHD position in Edge Wealth Management LLC's portfolio?

The largest reported portfolio weight for MHD was 0.03% in 2026 Q3.

What is the latest reported MHD position on this page?

The most recent filing on this page is 2026 Q3, when Edge Wealth Management LLC reported 16,221 shares, equal to 0.03% of portfolio, with an estimated market value of $167K.

What does the chart on this MHD ownership page compare?

The chart compares Edge Wealth Management LLC's quarterly MHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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