Skip to content
Disclosery

NewEdge Wealth, LLC: CB position timeline

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

NewEdge Wealth, LLC held 13,199 CB 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 13,199 shares
    Change vs previous 13F +609 shares

    0.05% of the 13F portfolio, value $4,497,448.

    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 12,590 shares
    Change vs previous 13F -7,336 shares

    0.05% of the 13F portfolio, value $4,103,417.

    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 19,926 shares
    Change vs previous 13F +5,581 shares

    0.07% of the 13F portfolio, value $6,219,166.

    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 14,345 shares
    Change vs previous 13F +226 shares

    0.06% of the 13F portfolio, value $4,063,356.

    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 14,119 shares
    Change vs previous 13F +6,016 shares

    0.06% of the 13F portfolio, value $3,802,322.

    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 8,103 shares
    Change vs previous 13F -515 shares

    0.04% of the 13F portfolio, value $2,446,912.

    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 8,618 shares
    Change vs previous 13F -14 shares

    0.04% of the 13F portfolio, value $2,381,227.

    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 8,632 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,489,442.

    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).