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Disclosery

NewEdge Wealth, LLC: ALLE position timeline

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

NewEdge Wealth, LLC held 24,833 ALLE 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 24,833 shares
    Change vs previous 13F -5,069 shares

    0.04% of the 13F portfolio, value $3,488,745.

    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 29,902 shares
    Change vs previous 13F -5,331 shares

    0.05% of the 13F portfolio, value $4,344,524.

    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 35,233 shares
    Change vs previous 13F -1,076 shares

    0.06% of the 13F portfolio, value $5,609,842.

    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 36,309 shares
    Change vs previous 13F -818 shares

    0.09% of the 13F portfolio, value $6,020,395.

    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 37,127 shares
    Change vs previous 13F +6,558 shares

    0.1% of the 13F portfolio, value $6,079,175.

    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 30,569 shares
    Change vs previous 13F +189 shares

    0.07% of the 13F portfolio, value $3,988,032.

    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 30,380 shares
    Change vs previous 13F +1,090 shares

    0.07% of the 13F portfolio, value $3,970,058.

    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 29,290 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,268,725.

    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).