Skip to content
Disclosery

NewEdge Wealth, LLC: AGG position timeline

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

NewEdge Wealth, LLC held 326,649 AGG 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 326,649 shares
    Change vs previous 13F -745 shares

    0.33% of the 13F portfolio, value $32,331,682.

    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 327,394 shares
    Change vs previous 13F +13,231 shares

    0.39% of the 13F portfolio, value $32,500,386.

    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 314,163 shares
    Change vs previous 13F +18,175 shares

    0.35% of the 13F portfolio, value $31,378,583.

    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 295,988 shares
    Change vs previous 13F +48,997 shares

    0.42% of the 13F portfolio, value $29,560,313.

    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 246,991 shares
    Change vs previous 13F +13,084 shares

    0.38% of the 13F portfolio, value $24,484,260.

    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 233,907 shares
    Change vs previous 13F +66,345 shares

    0.42% of the 13F portfolio, value $23,138,126.

    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 167,562 shares
    Change vs previous 13F +56,836 shares

    0.28% of the 13F portfolio, value $16,236,770.

    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 110,726 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $11,213,171.

    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).