Skip to content
Disclosery

NewEdge Wealth, LLC: ADSK position timeline

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

NewEdge Wealth, LLC held 8,682 ADSK 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 8,682 shares
    Change vs previous 13F +1,215 shares

    0.02% of the 13F portfolio, value $1,688,015.

    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 7,467 shares
    Change vs previous 13F -2,526 shares

    0.02% of the 13F portfolio, value $1,787,674.

    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 9,993 shares
    Change vs previous 13F +4,319 shares

    0.03% of the 13F portfolio, value $2,958,028.

    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 5,674 shares
    Change vs previous 13F +3,097 shares

    0.02% of the 13F portfolio, value $1,707,647.

    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 2,577 shares
    Change vs previous 13F +435 shares

    0.01% of the 13F portfolio, value $754,988.

    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 2,142 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $560,776.

    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 2,146 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $634,293.

    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 2,201 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $606,331.

    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).