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Disclosery

NewEdge Wealth, LLC: EFA position timeline

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

NewEdge Wealth, LLC held 533,044 EFA 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 533,044 shares
    Change vs previous 13F +17,627 shares

    0.56% of the 13F portfolio, value $55,372,608.

    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 515,417 shares
    Change vs previous 13F -32,034 shares

    0.6% of the 13F portfolio, value $50,062,417.

    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 547,451 shares
    Change vs previous 13F +54,854 shares

    0.59% of the 13F portfolio, value $52,571,679.

    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 492,597 shares
    Change vs previous 13F +905 shares

    0.66% of the 13F portfolio, value $46,382,939.

    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 491,692 shares
    Change vs previous 13F +8,092 shares

    0.69% of the 13F portfolio, value $44,163,781.

    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 483,600 shares
    Change vs previous 13F -87,711 shares

    0.72% of the 13F portfolio, value $39,524,621.

    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 571,311 shares
    Change vs previous 13F +53,521 shares

    0.75% of the 13F portfolio, value $43,196,804.

    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 517,790 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $43,302,792.

    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).