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Disclosery

NewEdge Wealth, LLC: BNY position timeline

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

NewEdge Wealth, LLC held 16,020 BNY 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 16,020 shares
    Change vs previous 13F -1,004 shares

    0.02% of the 13F portfolio, value $2,316,584.

    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 17,024 shares
    Change vs previous 13F -3,243 shares

    0.02% of the 13F portfolio, value $2,019,578.

    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 20,267 shares
    Change vs previous 13F +10,394 shares

    0.03% of the 13F portfolio, value $2,352,798.

    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 9,873 shares
    Change vs previous 13F -3,014 shares

    0.02% of the 13F portfolio, value $1,073,096.

    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 12,887 shares
    Change vs previous 13F +9,112 shares

    0.02% of the 13F portfolio, value $1,317,142.

    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 3,775 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $316,609.

    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).