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Disclosery

NewEdge Wealth, LLC: CEF position timeline

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

NewEdge Wealth, LLC held 253,922 CEF 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 253,922 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $10,215,282.

    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 253,922 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $12,117,158.

    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 253,922 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $11,629,628.

    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 253,922 shares
    Change vs previous 13F -1,550 shares

    0.14% of the 13F portfolio, value $9,433,202.

    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 255,472 shares
    Change vs previous 13F -655 shares

    0.13% of the 13F portfolio, value $8,026,930.

    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 256,127 shares
    Change vs previous 13F +5,000 shares

    0.13% of the 13F portfolio, value $7,276,568.

    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 251,127 shares
    Change vs previous 13F -985 shares

    0.1% of the 13F portfolio, value $5,966,778.

    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 252,112 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,174,223.

    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).