NewEdge Wealth, LLC: DFIV position timeline

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

NewEdge Wealth, LLC held 84,584 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 84,584 shares
Change vs previous 13F +2,778 shares
0.05% of the 13F portfolio, value $4,569,217.
13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 81,806 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $4,317,732.
13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).