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Disclosery

NewEdge Wealth, LLC: EFV position timeline

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

NewEdge Wealth, LLC held 60,360 EFV 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 60,360 shares
    Change vs previous 13F -858 shares

    0.05% of the 13F portfolio, value $4,620,584.

    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 61,218 shares
    Change vs previous 13F +15,987 shares

    0.05% of the 13F portfolio, value $4,551,540.

    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 45,231 shares
    Change vs previous 13F -344 shares

    0.04% of the 13F portfolio, value $3,229,928.

    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 45,575 shares
    Change vs previous 13F +452 shares

    0.04% of the 13F portfolio, value $3,121,413.

    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 45,123 shares
    Change vs previous 13F +1,056 shares

    0.05% of the 13F portfolio, value $2,943,356.

    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 44,067 shares
    Change vs previous 13F -180 shares

    0.05% of the 13F portfolio, value $2,597,309.

    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 44,247 shares
    Change vs previous 13F -7,888 shares

    0.04% of the 13F portfolio, value $2,321,640.

    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 52,135 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,999,327.

    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).