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Disclosery

NewEdge Wealth, LLC: DECK position timeline

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

NewEdge Wealth, LLC held 12,365 DECK 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 12,365 shares
    Change vs previous 13F +542 shares

    0.01% of the 13F portfolio, value $1,227,675.

    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 11,823 shares
    Change vs previous 13F -2,552 shares

    0.01% of the 13F portfolio, value $1,183,318.

    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 14,375 shares
    Change vs previous 13F -6,074 shares

    0.02% of the 13F portfolio, value $1,490,209.

    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 20,449 shares
    Change vs previous 13F +686 shares

    0.02% of the 13F portfolio, value $1,672,895.

    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 19,763 shares
    Change vs previous 13F -8,835 shares

    0.03% of the 13F portfolio, value $2,013,700.

    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 28,598 shares
    Change vs previous 13F -161,542 shares

    0.06% of the 13F portfolio, value $3,197,541.

    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 190,140 shares
    Change vs previous 13F +6,558 shares

    0.67% of the 13F portfolio, value $38,615,533.

    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 183,582 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $29,272,150.

    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).