Skip to content
Disclosery

NewEdge Wealth, LLC: DOC position timeline

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

NewEdge Wealth, LLC held 59,766 DOC 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 59,766 shares
    Change vs previous 13F +2,348 shares

    0.01% of the 13F portfolio, value $1,279,002.

    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 57,418 shares
    Change vs previous 13F +22,811 shares

    0.01% of the 13F portfolio, value $943,379.

    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 34,607 shares
    Change vs previous 13F -2,574 shares

    0.01% of the 13F portfolio, value $556,483.

    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 37,181 shares
    Change vs previous 13F +23,099 shares

    0.01% of the 13F portfolio, value $664,423.

    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 14,082 shares
    Change vs previous 13F +1,923 shares

    <0.01% of the 13F portfolio, value $238,826.

    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 12,159 shares
    Change vs previous 13F +2,066 shares

    <0.01% of the 13F portfolio, value $245,847.

    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 10,093 shares
    Change vs previous 13F +384 shares

    <0.01% of the 13F portfolio, value $204,585.

    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 9,709 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,045.

    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).