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Disclosery

NewEdge Wealth, LLC: DB position timeline

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

NewEdge Wealth, LLC held 32,869 DB 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 32,869 shares
    Change vs previous 13F -13,638 shares

    0.01% of the 13F portfolio, value $1,109,645.

    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 46,507 shares
    Change vs previous 13F -8,894 shares

    0.02% of the 13F portfolio, value $1,384,975.

    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 55,401 shares
    Change vs previous 13F +4,346 shares

    0.02% of the 13F portfolio, value $2,136,263.

    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 51,055 shares
    Change vs previous 13F -160 shares

    0.03% of the 13F portfolio, value $1,859,423.

    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 51,215 shares
    Change vs previous 13F +6,813 shares

    0.03% of the 13F portfolio, value $1,824,278.

    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 44,402 shares
    Change vs previous 13F +9,687 shares

    0.02% of the 13F portfolio, value $1,058,100.

    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 34,715 shares
    Change vs previous 13F -704 shares

    0.01% of the 13F portfolio, value $591,891.

    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 35,419 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $613,103.

    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).