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Disclosery

NewEdge Wealth, LLC: APAM position timeline

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

NewEdge Wealth, LLC held 36,714 APAM 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 36,714 shares
    Change vs previous 13F -22 shares

    0.01% of the 13F portfolio, value $1,267,734.

    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 36,736 shares
    Change vs previous 13F -4,133 shares

    0.02% of the 13F portfolio, value $1,336,823.

    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 40,869 shares
    Change vs previous 13F -2,974 shares

    0.02% of the 13F portfolio, value $1,665,003.

    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 43,843 shares
    Change vs previous 13F +135 shares

    0.03% of the 13F portfolio, value $1,956,713.

    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 43,708 shares
    Change vs previous 13F -3,218 shares

    0.03% of the 13F portfolio, value $1,978,224.

    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 46,926 shares
    Change vs previous 13F -2,135 shares

    0.03% of the 13F portfolio, value $1,834,807.

    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 49,061 shares
    Change vs previous 13F -8,995 shares

    0.04% of the 13F portfolio, value $2,112,076.

    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 58,056 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,514,986.

    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).