Skip to content
Disclosery

NewEdge Wealth, LLC: DFAI position timeline

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

NewEdge Wealth, LLC held 151,996 DFAI 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 151,996 shares
    Change vs previous 13F -2,943 shares

    0.06% of the 13F portfolio, value $6,269,830.

    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 154,939 shares
    Change vs previous 13F +118,305 shares

    0.07% of the 13F portfolio, value $6,036,424.

    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 36,634 shares
    Change vs previous 13F +3,670 shares

    0.02% of the 13F portfolio, value $1,396,105.

    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 32,964 shares
    Change vs previous 13F +19,843 shares

    0.02% of the 13F portfolio, value $1,203,186.

    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 13,121 shares
    Change vs previous 13F +5,301 shares

    0.01% of the 13F portfolio, value $459,366.

    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 7,820 shares
    Change vs previous 13F -2,437 shares

    <0.01% of the 13F portfolio, value $244,219.

    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 10,257 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $299,504.

    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).