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Disclosery

NewEdge Wealth, LLC: CDNS position timeline

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

NewEdge Wealth, LLC held 2,907 CDNS 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 2,907 shares
    Change vs previous 13F -352 shares

    0.01% of the 13F portfolio, value $1,091,068.

    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 3,259 shares
    Change vs previous 13F -2,518 shares

    0.01% of the 13F portfolio, value $905,588.

    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 5,777 shares
    Change vs previous 13F +2,386 shares

    0.02% of the 13F portfolio, value $1,805,745.

    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 3,391 shares
    Change vs previous 13F +788 shares

    0.02% of the 13F portfolio, value $1,110,993.

    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 2,603 shares
    Change vs previous 13F -696 shares

    0.01% of the 13F portfolio, value $922,420.

    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 3,299 shares
    Change vs previous 13F -95,423 shares

    0.02% of the 13F portfolio, value $838,976.

    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 98,722 shares
    Change vs previous 13F +4,739 shares

    0.51% of the 13F portfolio, value $29,661,902.

    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 93,983 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $25,472,202.

    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).