Skip to content
Disclosery

NewEdge Wealth, LLC: D position timeline

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

NewEdge Wealth, LLC held 79,128 D 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 79,128 shares
    Change vs previous 13F +475 shares

    0.05% of the 13F portfolio, value $5,403,620.

    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 78,653 shares
    Change vs previous 13F +4,982 shares

    0.06% of the 13F portfolio, value $4,862,349.

    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 73,671 shares
    Change vs previous 13F -26,367 shares

    0.05% of the 13F portfolio, value $4,316,371.

    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 100,038 shares
    Change vs previous 13F +394 shares

    0.09% of the 13F portfolio, value $5,971,253.

    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 99,644 shares
    Change vs previous 13F +49,940 shares

    0.1% of the 13F portfolio, value $6,152,019.

    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 49,704 shares
    Change vs previous 13F +3,903 shares

    0.05% of the 13F portfolio, value $2,786,919.

    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 45,801 shares
    Change vs previous 13F +4,502 shares

    0.04% of the 13F portfolio, value $2,466,824.

    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 41,299 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,386,670.

    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).