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Disclosery

NewEdge Wealth, LLC: C position timeline

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

NewEdge Wealth, LLC held 29,836 C 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 29,836 shares
    Change vs previous 13F +772 shares

    0.04% of the 13F portfolio, value $4,175,903.

    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 29,064 shares
    Change vs previous 13F -8,749 shares

    0.04% of the 13F portfolio, value $3,296,132.

    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 37,813 shares
    Change vs previous 13F +12,704 shares

    0.05% of the 13F portfolio, value $4,412,382.

    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 25,109 shares
    Change vs previous 13F +2,975 shares

    0.04% of the 13F portfolio, value $2,553,368.

    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 22,134 shares
    Change vs previous 13F +2,408 shares

    0.03% of the 13F portfolio, value $2,019,309.

    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 19,726 shares
    Change vs previous 13F +1,607 shares

    0.03% of the 13F portfolio, value $1,400,383.

    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 18,119 shares
    Change vs previous 13F +2,434 shares

    0.02% of the 13F portfolio, value $1,275,395.

    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 15,685 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $981,898.

    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).