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Disclosery

NewEdge Wealth, LLC: CAPL position timeline

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

NewEdge Wealth, LLC held 93,175 CAPL 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 93,175 shares
    Change vs previous 13F -800 shares

    0.02% of the 13F portfolio, value $2,088,988.

    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 93,975 shares
    Change vs previous 13F +1,213 shares

    0.02% of the 13F portfolio, value $1,952,805.

    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 92,762 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $1,910,906.

    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 92,749 shares
    Change vs previous 13F +18,798 shares

    0.03% of the 13F portfolio, value $1,858,688.

    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 73,951 shares
    Change vs previous 13F +6,677 shares

    0.02% of the 13F portfolio, value $1,491,584.

    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 67,274 shares
    Change vs previous 13F -3,958 shares

    0.03% of the 13F portfolio, value $1,652,915.

    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 71,232 shares
    Change vs previous 13F +37,736 shares

    0.03% of the 13F portfolio, value $1,567,104.

    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 33,496 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $694,037.

    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).