Skip to content
Disclosery

NewEdge Wealth, LLC: CNI position timeline

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

NewEdge Wealth, LLC held 6,206 CNI 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 6,206 shares
    Change vs previous 13F +2,538 shares

    0.01% of the 13F portfolio, value $740,052.

    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 3,668 shares
    Change vs previous 13F -5,201 shares

    <0.01% of the 13F portfolio, value $376,983.

    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 8,869 shares
    Change vs previous 13F -1,945 shares

    0.01% of the 13F portfolio, value $876,701.

    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 10,814 shares
    Change vs previous 13F +514 shares

    0.01% of the 13F portfolio, value $1,038,360.

    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 10,300 shares
    Change vs previous 13F -595 shares

    0.01% of the 13F portfolio, value $952,647.

    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 10,895 shares
    Change vs previous 13F +830 shares

    0.02% of the 13F portfolio, value $1,061,827.

    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 10,065 shares
    Change vs previous 13F -1,400 shares

    0.02% of the 13F portfolio, value $1,021,698.

    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 11,465 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,343,125.

    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).