Skip to content
Disclosery

NewEdge Wealth, LLC: BFAM position timeline

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

NewEdge Wealth, LLC held 31,626 BFAM 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 31,626 shares
    Change vs previous 13F -5,828 shares

    0.02% of the 13F portfolio, value $2,241,651.

    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 37,454 shares
    Change vs previous 13F +9,375 shares

    0.04% of the 13F portfolio, value $3,076,097.

    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 28,079 shares
    Change vs previous 13F -3,022 shares

    0.03% of the 13F portfolio, value $2,847,211.

    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 31,101 shares
    Change vs previous 13F -1,036 shares

    0.04% of the 13F portfolio, value $3,117,875.

    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 32,137 shares
    Change vs previous 13F -618 shares

    0.06% of the 13F portfolio, value $3,863,510.

    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 32,755 shares
    Change vs previous 13F +6,677 shares

    0.08% of the 13F portfolio, value $4,161,195.

    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 26,078 shares
    Change vs previous 13F -5,422 shares

    0.05% of the 13F portfolio, value $2,890,746.

    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 31,500 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,414,095.

    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).