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Disclosery

NewEdge Wealth, LLC: DOCU position timeline

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

NewEdge Wealth, LLC held 4,737 DOCU 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 4,737 shares
    Change vs previous 13F -7,305 shares

    <0.01% of the 13F portfolio, value $210,418.

    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 12,042 shares
    Change vs previous 13F -5,580 shares

    0.01% of the 13F portfolio, value $570,911.

    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 17,622 shares
    Change vs previous 13F +5,508 shares

    0.01% of the 13F portfolio, value $1,205,366.

    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 12,114 shares
    Change vs previous 13F +1,483 shares

    0.01% of the 13F portfolio, value $858,905.

    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 10,631 shares
    Change vs previous 13F +322 shares

    0.01% of the 13F portfolio, value $749,303.

    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 10,309 shares
    Change vs previous 13F -574 shares

    0.02% of the 13F portfolio, value $839,178.

    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 10,883 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $978,845.

    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 10,837 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $672,889.

    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).