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Disclosery

NewEdge Wealth, LLC: COO position timeline

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

NewEdge Wealth, LLC held 36,043 COO 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 36,043 shares
    Change vs previous 13F -11,614 shares

    0.03% of the 13F portfolio, value $2,584,644.

    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 47,657 shares
    Change vs previous 13F -3,255 shares

    0.04% of the 13F portfolio, value $3,407,476.

    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 50,912 shares
    Change vs previous 13F -5,567 shares

    0.05% of the 13F portfolio, value $4,172,748.

    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 56,479 shares
    Change vs previous 13F -5,811 shares

    0.06% of the 13F portfolio, value $3,890,274.

    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 62,290 shares
    Change vs previous 13F -1,668 shares

    0.07% of the 13F portfolio, value $4,310,468.

    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 63,958 shares
    Change vs previous 13F +1,728 shares

    0.1% of the 13F portfolio, value $5,394,857.

    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 62,230 shares
    Change vs previous 13F -4,597 shares

    0.1% of the 13F portfolio, value $5,720,804.

    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 66,827 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,373,691.

    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).