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Disclosery

NewEdge Wealth, LLC: BSY position timeline

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

NewEdge Wealth, LLC held 55,804 BSY 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 55,804 shares
    Change vs previous 13F -11,921 shares

    0.02% of the 13F portfolio, value $1,667,986.

    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 67,725 shares
    Change vs previous 13F -37,959 shares

    0.03% of the 13F portfolio, value $2,378,489.

    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 105,684 shares
    Change vs previous 13F -19,635 shares

    0.05% of the 13F portfolio, value $4,033,431.

    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 125,319 shares
    Change vs previous 13F -2,786 shares

    0.09% of the 13F portfolio, value $6,075,465.

    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 128,105 shares
    Change vs previous 13F -1,445 shares

    0.11% of the 13F portfolio, value $6,856,180.

    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 129,550 shares
    Change vs previous 13F +6,737 shares

    0.09% of the 13F portfolio, value $5,096,505.

    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 122,813 shares
    Change vs previous 13F -2,068 shares

    0.1% of the 13F portfolio, value $5,735,367.

    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 124,881 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,345,204.

    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).