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Disclosery

NewEdge Wealth, LLC: BCS position timeline

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

NewEdge Wealth, LLC held 77,160 BCS 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 77,160 shares
    Change vs previous 13F -1,861 shares

    0.02% of the 13F portfolio, value $2,072,509.

    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 79,021 shares
    Change vs previous 13F +7,424 shares

    0.02% of the 13F portfolio, value $1,672,078.

    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 71,597 shares
    Change vs previous 13F +7,738 shares

    0.02% of the 13F portfolio, value $1,822,143.

    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 63,859 shares
    Change vs previous 13F +4,463 shares

    0.02% of the 13F portfolio, value $1,357,642.

    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 59,396 shares
    Change vs previous 13F +7,084 shares

    0.02% of the 13F portfolio, value $1,173,077.

    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 52,312 shares
    Change vs previous 13F -5,294 shares

    0.01% of the 13F portfolio, value $803,511.

    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 57,606 shares
    Change vs previous 13F +26,832 shares

    0.01% of the 13F portfolio, value $765,583.

    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 30,774 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $373,903.

    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).