NewEdge Wealth, LLC: CCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Wealth, LLC on CCI, newest first. How the timeline and the estimate are built.
NewEdge Wealth, LLC held 21,174 CCI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 21,174 sharesChange vs previous 13F -603 shares
0.02% of the 13F portfolio, value $1,603,514.
13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,777 sharesChange vs previous 13F +3,009 shares
0.02% of the 13F portfolio, value $1,770,709.
13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,768 sharesChange vs previous 13F -5,564 shares
0.02% of the 13F portfolio, value $1,667,951.
13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,332 sharesChange vs previous 13F -234 shares
0.03% of the 13F portfolio, value $2,185,755.
13F-HR 0001580642-25-007152 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,566 sharesChange vs previous 13F -26 shares
0.04% of the 13F portfolio, value $2,609,194.
13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,592 sharesChange vs previous 13F +3,179 shares
0.05% of the 13F portfolio, value $2,563,208.
13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,413 sharesChange vs previous 13F -4,595 shares
0.03% of the 13F portfolio, value $1,943,444.
13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,008 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $3,085,329.
13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).