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Disclosery

NewEdge Wealth, LLC: DT position timeline

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

NewEdge Wealth, LLC held 7,912 DT 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 7,912 shares
    Change vs previous 13F -47,291 shares

    <0.01% of the 13F portfolio, value $347,416.

    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 55,203 shares
    Change vs previous 13F +19,899 shares

    0.02% of the 13F portfolio, value $2,041,407.

    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 35,304 shares
    Change vs previous 13F -21,940 shares

    0.02% of the 13F portfolio, value $1,530,075.

    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 57,244 shares
    Change vs previous 13F +18,270 shares

    0.04% of the 13F portfolio, value $2,712,793.

    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 38,974 shares
    Change vs previous 13F +33,728 shares

    0.03% of the 13F portfolio, value $1,826,711.

    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 5,246 shares
    Change vs previous 13F -3,131 shares

    <0.01% of the 13F portfolio, value $247,349.

    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 8,377 shares
    Change vs previous 13F -156 shares

    0.01% of the 13F portfolio, value $455,290.

    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 8,533 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $456,260.

    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).