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Disclosery

NewEdge Wealth, LLC: ARES position timeline

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

NewEdge Wealth, LLC held 18,471 ARES 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 18,471 shares
    Change vs previous 13F +1,493 shares

    0.02% of the 13F portfolio, value $2,056,054.

    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 16,978 shares
    Change vs previous 13F +2,793 shares

    0.02% of the 13F portfolio, value $1,852,300.

    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 14,185 shares
    Change vs previous 13F +1,743 shares

    0.03% of the 13F portfolio, value $2,292,743.

    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 12,442 shares
    Change vs previous 13F +3,966 shares

    0.03% of the 13F portfolio, value $1,906,777.

    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 8,476 shares
    Change vs previous 13F +1,893 shares

    0.02% of the 13F portfolio, value $1,584,527.

    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 6,583 shares
    Change vs previous 13F -1,470 shares

    0.02% of the 13F portfolio, value $965,110.

    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 8,053 shares
    Change vs previous 13F +1,038 shares

    0.02% of the 13F portfolio, value $1,425,673.

    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 7,015 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,093,256.

    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).