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NewEdge Wealth, LLC: APP position timeline

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

NewEdge Wealth, LLC held 11,393 APP 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 11,393 shares
    Change vs previous 13F +181 shares

    0.06% of the 13F portfolio, value $5,870,093.

    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 11,212 shares
    Change vs previous 13F -2,352 shares

    0.05% of the 13F portfolio, value $4,462,404.

    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 13,564 shares
    Change vs previous 13F +1,703 shares

    0.1% of the 13F portfolio, value $9,140,011.

    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 11,861 shares
    Change vs previous 13F +1,135 shares

    0.1% of the 13F portfolio, value $7,318,682.

    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 10,726 shares
    Change vs previous 13F -6,120 shares

    0.07% of the 13F portfolio, value $4,690,695.

    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 16,846 shares
    Change vs previous 13F -1,682 shares

    0.08% of the 13F portfolio, value $4,463,724.

    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 18,528 shares
    Change vs previous 13F +1,442 shares

    0.1% of the 13F portfolio, value $5,999,922.

    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 17,086 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,230,577.

    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).