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Disclosery

NewEdge Wealth, LLC: CP position timeline

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

NewEdge Wealth, LLC held 14,809 CP 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 14,809 shares
    Change vs previous 13F -4,611 shares

    0.01% of the 13F portfolio, value $1,283,219.

    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 19,420 shares
    Change vs previous 13F +113 shares

    0.02% of the 13F portfolio, value $1,527,438.

    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 19,307 shares
    Change vs previous 13F +1,799 shares

    0.02% of the 13F portfolio, value $1,421,611.

    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 17,508 shares
    Change vs previous 13F -7,407 shares

    0.02% of the 13F portfolio, value $1,231,671.

    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 24,915 shares
    Change vs previous 13F +1,651 shares

    0.03% of the 13F portfolio, value $1,878,319.

    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 23,264 shares
    Change vs previous 13F +820 shares

    0.03% of the 13F portfolio, value $1,633,386.

    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 22,444 shares
    Change vs previous 13F +6,688 shares

    0.03% of the 13F portfolio, value $1,624,283.

    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 15,756 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,347,768.

    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).