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Disclosery

NewEdge Wealth, LLC: CSGP position timeline

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

NewEdge Wealth, LLC held 18,538 CSGP 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 18,538 shares
    Change vs previous 13F +2,737 shares

    0.01% of the 13F portfolio, value $524,996.

    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 15,801 shares
    Change vs previous 13F +2,792 shares

    0.01% of the 13F portfolio, value $637,412.

    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 13,009 shares
    Change vs previous 13F -1,497 shares

    0.01% of the 13F portfolio, value $874,725.

    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 14,506 shares
    Change vs previous 13F -11,792 shares

    0.01% of the 13F portfolio, value $1,021,803.

    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 26,298 shares
    Change vs previous 13F +18,335 shares

    0.04% of the 13F portfolio, value $2,507,251.

    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 7,963 shares
    Change vs previous 13F -1,728 shares

    0.01% of the 13F portfolio, value $630,908.

    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 9,691 shares
    Change vs previous 13F +5,051 shares

    0.01% of the 13F portfolio, value $693,779.

    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 4,640 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $350,042.

    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).