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Disclosery

NewEdge Wealth, LLC: DELL position timeline

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

NewEdge Wealth, LLC held 16,350 DELL 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 16,350 shares
    Change vs previous 13F +789 shares

    0.07% of the 13F portfolio, value $7,054,561.

    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 15,561 shares
    Change vs previous 13F -26,981 shares

    0.03% of the 13F portfolio, value $2,554,066.

    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 42,542 shares
    Change vs previous 13F +14,384 shares

    0.06% of the 13F portfolio, value $5,355,125.

    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 28,158 shares
    Change vs previous 13F -2,940 shares

    0.06% of the 13F portfolio, value $4,291,570.

    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 31,098 shares
    Change vs previous 13F -2,374 shares

    0.07% of the 13F portfolio, value $4,164,954.

    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 33,472 shares
    Change vs previous 13F -1,151 shares

    0.06% of the 13F portfolio, value $3,050,979.

    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 34,623 shares
    Change vs previous 13F +20,760 shares

    0.07% of the 13F portfolio, value $3,989,962.

    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 13,863 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,643,297.

    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).