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Disclosery

NewEdge Wealth, LLC: DNL position timeline

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

NewEdge Wealth, LLC held 47,586 DNL 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 47,586 shares
    Change vs previous 13F -3,917 shares

    0.02% of the 13F portfolio, value $2,197,521.

    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 51,503 shares
    Change vs previous 13F +1,546 shares

    0.02% of the 13F portfolio, value $2,079,176.

    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 49,957 shares
    Change vs previous 13F -13,411 shares

    0.02% of the 13F portfolio, value $2,059,228.

    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 63,368 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,581,714.

    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 63,368 shares
    Change vs previous 13F -1,546 shares

    0.04% of the 13F portfolio, value $2,480,857.

    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 64,914 shares
    Change vs previous 13F -2,050 shares

    0.04% of the 13F portfolio, value $2,315,482.

    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 66,964 shares
    Change vs previous 13F -5,782 shares

    0.04% of the 13F portfolio, value $2,409,365.

    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 72,746 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,865,829.

    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).