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Disclosery

NewEdge Wealth, LLC: BAB position timeline

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

NewEdge Wealth, LLC held 258,836 BAB 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 258,836 shares
    Change vs previous 13F +1,678 shares

    0.07% of the 13F portfolio, value $6,947,160.

    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 257,158 shares
    Change vs previous 13F +12,776 shares

    0.08% of the 13F portfolio, value $6,932,972.

    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 244,382 shares
    Change vs previous 13F +20,723 shares

    0.08% of the 13F portfolio, value $6,647,179.

    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 223,659 shares
    Change vs previous 13F +20,388 shares

    0.09% of the 13F portfolio, value $6,074,569.

    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 203,271 shares
    Change vs previous 13F +13,439 shares

    0.09% of the 13F portfolio, value $5,427,332.

    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 189,832 shares
    Change vs previous 13F +9,702 shares

    0.09% of the 13F portfolio, value $5,064,710.

    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 180,130 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,710,411.

    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).