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Disclosery

NewEdge Wealth, LLC: CF position timeline

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

NewEdge Wealth, LLC held 218,387 CF 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 218,387 shares
    Change vs previous 13F +6,176 shares

    0.24% of the 13F portfolio, value $23,642,579.

    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 212,211 shares
    Change vs previous 13F -165,494 shares

    0.33% of the 13F portfolio, value $27,553,412.

    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 377,705 shares
    Change vs previous 13F -3,663 shares

    0.33% of the 13F portfolio, value $29,211,686.

    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 381,368 shares
    Change vs previous 13F +11,363 shares

    0.47% of the 13F portfolio, value $32,435,387.

    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 370,005 shares
    Change vs previous 13F +135,667 shares

    0.48% of the 13F portfolio, value $30,669,743.

    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 234,338 shares
    Change vs previous 13F +7,478 shares

    0.33% of the 13F portfolio, value $18,313,479.

    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 226,860 shares
    Change vs previous 13F +38,125 shares

    0.34% of the 13F portfolio, value $19,355,718.

    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 188,735 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $16,193,471.

    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).