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
- period ended2026-06-3013F 10,517 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,719 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,755 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,065 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 834 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 881 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 753 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).