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Disclosery

NewEdge Advisors, LLC: WHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on WHG, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 0 WHG shares at 2026-03-31 per its 13F-HR/A filed 2026-06-03.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -309 shares

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 309 shares
    Change vs previous 13F +96 shares

    <0.01% of the 13F portfolio, value $5,312.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 213 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $3,514.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 320 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $4,992.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 315 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $5,105.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 317 shares
    Change vs previous 13F +53 shares

    <0.01% of the 13F portfolio, value $4,596.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 264 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,748.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).