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Disclosery

NewEdge Wealth, LLC: CRM position timeline

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

NewEdge Wealth, LLC held 18,161 CRM 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 18,161 shares
    Change vs previous 13F -203,937 shares

    0.03% of the 13F portfolio, value $2,845,126.

    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 222,098 shares
    Change vs previous 13F -18,014 shares

    0.49% of the 13F portfolio, value $41,459,012.

    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 240,112 shares
    Change vs previous 13F +16,509 shares

    0.72% of the 13F portfolio, value $63,607,954.

    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 223,603 shares
    Change vs previous 13F +17,713 shares

    0.81% of the 13F portfolio, value $56,500,048.

    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 205,890 shares
    Change vs previous 13F -3,898 shares

    0.78% of the 13F portfolio, value $49,594,749.

    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 209,788 shares
    Change vs previous 13F -4,537 shares

    1.02% of the 13F portfolio, value $56,298,812.

    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 214,325 shares
    Change vs previous 13F +3,351 shares

    1.24% of the 13F portfolio, value $71,655,197.

    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 210,974 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $57,745,756.

    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).