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Disclosery

NewEdge Wealth, LLC: BANF position timeline

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

NewEdge Wealth, LLC held 16,788 BANF 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 16,788 shares
    Change vs previous 13F +80 shares

    0.02% of the 13F portfolio, value $1,865,650.

    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 16,708 shares
    Change vs previous 13F -1,878 shares

    0.02% of the 13F portfolio, value $1,812,818.

    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 18,586 shares
    Change vs previous 13F -1,046 shares

    0.02% of the 13F portfolio, value $1,970,488.

    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 19,632 shares
    Change vs previous 13F +4,812 shares

    0.03% of the 13F portfolio, value $2,172,084.

    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 14,820 shares
    Change vs previous 13F -1,042 shares

    0.03% of the 13F portfolio, value $1,777,659.

    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 15,862 shares
    Change vs previous 13F -681 shares

    0.03% of the 13F portfolio, value $1,742,758.

    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 16,543 shares
    Change vs previous 13F -3,327 shares

    0.03% of the 13F portfolio, value $1,938,509.

    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 19,870 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,091,318.

    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).