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Disclosery

NewEdge Wealth, LLC: CVLT position timeline

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

NewEdge Wealth, LLC held 3,844 CVLT 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 3,844 shares
    Change vs previous 13F +786 shares

    0.01% of the 13F portfolio, value $544,810.

    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 3,058 shares
    Change vs previous 13F -2,924 shares

    <0.01% of the 13F portfolio, value $238,188.

    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 5,982 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $749,904.

    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 5,902 shares
    Change vs previous 13F -1,714 shares

    0.01% of the 13F portfolio, value $759,292.

    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 7,616 shares
    Change vs previous 13F +6,067 shares

    0.02% of the 13F portfolio, value $1,414,824.

    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 1,549 shares
    Change vs previous 13F -550 shares

    <0.01% of the 13F portfolio, value $244,370.

    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 2,099 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $316,760.

    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 2,209 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $339,855.

    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).