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NewEdge Wealth, LLC: CMI position timeline

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

NewEdge Wealth, LLC held 10,517 CMI 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 10,517 shares
    Change vs previous 13F +1,798 shares

    0.08% of the 13F portfolio, value $7,500,559.

    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 8,719 shares
    Change vs previous 13F -2,036 shares

    0.06% of the 13F portfolio, value $4,690,792.

    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 10,755 shares
    Change vs previous 13F +1,690 shares

    0.06% of the 13F portfolio, value $5,489,787.

    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 9,065 shares
    Change vs previous 13F +8,231 shares

    0.06% of the 13F portfolio, value $3,981,167.

    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 834 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $320,680.

    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 881 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $276,181.

    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 753 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,496.

    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).