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NewEdge Wealth, LLC: AEBI position timeline

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

NewEdge Wealth, LLC held 874,863 AEBI 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 874,863 shares
    Change vs previous 13F -44,607 shares

    0.11% of the 13F portfolio, value $10,979,525.

    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 919,470 shares
    Change vs previous 13F -222,081 shares

    0.11% of the 13F portfolio, value $8,928,054.

    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 1,141,551 shares
    Change vs previous 13F -196,299 shares

    0.16% of the 13F portfolio, value $14,440,617.

    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 1,337,850 shares
    Change vs previous 13F -605,198 shares

    0.21% of the 13F portfolio, value $14,702,967.

    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 1,943,048 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $20,188,264.

    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).