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Disclosery

NewEdge Wealth, LLC: DHR position timeline

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

NewEdge Wealth, LLC held 23,171 DHR 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 23,171 shares
    Change vs previous 13F +133 shares

    0.04% of the 13F portfolio, value $4,413,582.

    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 23,038 shares
    Change vs previous 13F -3,643 shares

    0.05% of the 13F portfolio, value $4,367,985.

    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 26,681 shares
    Change vs previous 13F +5,198 shares

    0.07% of the 13F portfolio, value $6,107,731.

    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 21,483 shares
    Change vs previous 13F -105 shares

    0.07% of the 13F portfolio, value $4,558,981.

    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 21,588 shares
    Change vs previous 13F -2,411 shares

    0.07% of the 13F portfolio, value $4,285,063.

    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 23,999 shares
    Change vs previous 13F -301 shares

    0.09% of the 13F portfolio, value $4,919,772.

    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 24,300 shares
    Change vs previous 13F -113 shares

    0.1% of the 13F portfolio, value $5,578,133.

    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 24,413 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,787,409.

    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).