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Disclosery

NewEdge Wealth, LLC: CI position timeline

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

NewEdge Wealth, LLC held 5,291 CI 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 5,291 shares
    Change vs previous 13F -376 shares

    0.01% of the 13F portfolio, value $1,458,666.

    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 5,667 shares
    Change vs previous 13F -2,148 shares

    0.02% of the 13F portfolio, value $1,511,714.

    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 7,815 shares
    Change vs previous 13F +1,820 shares

    0.02% of the 13F portfolio, value $2,150,865.

    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 5,995 shares
    Change vs previous 13F -1,376 shares

    0.02% of the 13F portfolio, value $1,556,182.

    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 7,371 shares
    Change vs previous 13F -444 shares

    0.03% of the 13F portfolio, value $1,997,555.

    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 7,815 shares
    Change vs previous 13F -232 shares

    0.05% of the 13F portfolio, value $2,570,987.

    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 8,047 shares
    Change vs previous 13F -27 shares

    0.04% of the 13F portfolio, value $2,222,078.

    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 8,074 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,797,195.

    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).