Skip to content
Disclosery

NewEdge Wealth, LLC: DFSE position timeline

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

NewEdge Wealth, LLC held 15,513 DFSE 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 15,513 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $758,268.

    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 15,513 shares
    Change vs previous 13F +644 shares

    0.01% of the 13F portfolio, value $657,281.

    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 14,869 shares
    Change vs previous 13F +5,238 shares

    0.01% of the 13F portfolio, value $616,766.

    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 9,631 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $403,154.

    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).