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Disclosery

NewEdge Wealth, LLC: BSV position timeline

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

NewEdge Wealth, LLC held 208,728 BSV 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 208,728 shares
    Change vs previous 13F -55,104 shares

    0.16% of the 13F portfolio, value $16,262,030.

    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 263,832 shares
    Change vs previous 13F +12,029 shares

    0.25% of the 13F portfolio, value $20,687,074.

    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 251,803 shares
    Change vs previous 13F -19,347 shares

    0.22% of the 13F portfolio, value $19,844,558.

    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 271,150 shares
    Change vs previous 13F -11,896 shares

    0.31% of the 13F portfolio, value $21,325,945.

    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 283,046 shares
    Change vs previous 13F +33,576 shares

    0.35% of the 13F portfolio, value $22,244,552.

    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 249,470 shares
    Change vs previous 13F +64,962 shares

    0.35% of the 13F portfolio, value $19,528,493.

    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 184,508 shares
    Change vs previous 13F +15,754 shares

    0.25% of the 13F portfolio, value $14,256,959.

    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 168,754 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $13,279,273.

    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).