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Disclosery

NewEdge Wealth, LLC: ACWI position timeline

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

NewEdge Wealth, LLC held 10,094 ACWI 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 10,094 shares
    Change vs previous 13F -2,464 shares

    0.02% of the 13F portfolio, value $1,584,531.

    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 12,558 shares
    Change vs previous 13F -43,877 shares

    0.02% of the 13F portfolio, value $1,737,627.

    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 56,435 shares
    Change vs previous 13F +45,303 shares

    0.09% of the 13F portfolio, value $7,984,964.

    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 11,132 shares
    Change vs previous 13F -443 shares

    0.02% of the 13F portfolio, value $1,564,736.

    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 11,575 shares
    Change vs previous 13F +2,179 shares

    0.02% of the 13F portfolio, value $1,517,387.

    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 9,396 shares
    Change vs previous 13F +1,247 shares

    0.02% of the 13F portfolio, value $1,093,642.

    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 8,149 shares
    Change vs previous 13F -1,714 shares

    0.02% of the 13F portfolio, value $957,550.

    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).

  8. period ended2024-09-30
    13F 9,863 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,179,072.

    13F-HR 0001580642-24-006887 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).