Skip to content
Disclosery

NewEdge Wealth, LLC: ACT position timeline

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

NewEdge Wealth, LLC held 73,863 ACT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,863 shares
    Change vs previous 13F +15,393 shares

    0.03% of the 13F portfolio, value $3,376,261.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 58,470 shares
    Change vs previous 13F +20,415 shares

    0.03% of the 13F portfolio, value $2,386,164.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 38,055 shares
    Change vs previous 13F +4,047 shares

    0.02% of the 13F portfolio, value $1,508,481.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 34,008 shares
    Change vs previous 13F +6,331 shares

    0.02% of the 13F portfolio, value $1,221,890.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 27,677 shares
    Change vs previous 13F +3,683 shares

    0.02% of the 13F portfolio, value $993,887.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 23,994 shares
    Change vs previous 13F +4,394 shares

    0.02% of the 13F portfolio, value $833,777.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 19,600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $634,653.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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