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Disclosery

NewEdge Wealth, LLC: ADP position timeline

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

NewEdge Wealth, LLC held 9,241 ADP 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 9,241 shares
    Change vs previous 13F +115 shares

    0.02% of the 13F portfolio, value $2,069,622.

    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 9,126 shares
    Change vs previous 13F -3,998 shares

    0.02% of the 13F portfolio, value $1,854,137.

    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 13,124 shares
    Change vs previous 13F +3,979 shares

    0.04% of the 13F portfolio, value $3,375,940.

    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 9,145 shares
    Change vs previous 13F +591 shares

    0.03% of the 13F portfolio, value $2,373,874.

    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 8,554 shares
    Change vs previous 13F +826 shares

    0.04% of the 13F portfolio, value $2,596,068.

    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 7,728 shares
    Change vs previous 13F -457 shares

    0.04% of the 13F portfolio, value $2,361,237.

    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 8,185 shares
    Change vs previous 13F -1,706 shares

    0.04% of the 13F portfolio, value $2,395,995.

    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 9,891 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,737,010.

    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).