Skip to content
Disclosery

NewEdge Wealth, LLC: CPT position timeline

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

NewEdge Wealth, LLC held 3,110 CPT 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 3,110 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $356,064.

    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 3,130 shares
    Change vs previous 13F -1,869 shares

    <0.01% of the 13F portfolio, value $305,676.

    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 4,999 shares
    Change vs previous 13F +684 shares

    0.01% of the 13F portfolio, value $550,290.

    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 4,315 shares
    Change vs previous 13F -72 shares

    0.01% of the 13F portfolio, value $439,353.

    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 4,387 shares
    Change vs previous 13F -212 shares

    0.01% of the 13F portfolio, value $469,277.

    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 4,599 shares
    Change vs previous 13F +2,141 shares

    0.01% of the 13F portfolio, value $562,458.

    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 2,458 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $285,226.

    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 2,487 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,219.

    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).