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Disclosery

NewEdge Wealth, LLC: BX position timeline

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

NewEdge Wealth, LLC held 546,382 BX 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 546,382 shares
    Change vs previous 13F +9,155 shares

    0.65% of the 13F portfolio, value $64,292,779.

    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 537,227 shares
    Change vs previous 13F -177,475 shares

    0.74% of the 13F portfolio, value $61,775,790.

    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 714,702 shares
    Change vs previous 13F +37,969 shares

    1.24% of the 13F portfolio, value $110,164,240.

    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 676,733 shares
    Change vs previous 13F -5,674 shares

    1.4% of the 13F portfolio, value $97,666,060.

    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 682,407 shares
    Change vs previous 13F +137,146 shares

    1.79% of the 13F portfolio, value $114,398,740.

    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 545,261 shares
    Change vs previous 13F -99,424 shares

    1.38% of the 13F portfolio, value $76,216,642.

    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 644,685 shares
    Change vs previous 13F -12,646 shares

    1.93% of the 13F portfolio, value $111,156,533.

    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 657,331 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $100,657,112.

    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).