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Disclosery

NewEdge Wealth, LLC: ARDC position timeline

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

NewEdge Wealth, LLC held 249,723 ARDC 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 249,723 shares
    Change vs previous 13F -7,521 shares

    0.03% of the 13F portfolio, value $3,154,001.

    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 257,244 shares
    Change vs previous 13F +13,260 shares

    0.04% of the 13F portfolio, value $3,128,087.

    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 243,984 shares
    Change vs previous 13F +27,270 shares

    0.04% of the 13F portfolio, value $3,244,987.

    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 216,714 shares
    Change vs previous 13F +83,889 shares

    0.04% of the 13F portfolio, value $3,018,826.

    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 132,825 shares
    Change vs previous 13F +11,417 shares

    0.03% of the 13F portfolio, value $1,907,367.

    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 121,408 shares
    Change vs previous 13F +15,100 shares

    0.03% of the 13F portfolio, value $1,714,281.

    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 106,308 shares
    Change vs previous 13F +17,350 shares

    0.03% of the 13F portfolio, value $1,606,314.

    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 88,958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,359,278.

    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).