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Disclosery

NewEdge Wealth, LLC: EFX position timeline

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

NewEdge Wealth, LLC held 14,296 EFX 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 14,296 shares
    Change vs previous 13F -2,204 shares

    0.02% of the 13F portfolio, value $2,269,068.

    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 16,500 shares
    Change vs previous 13F -2,669 shares

    0.04% of the 13F portfolio, value $2,971,141.

    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 19,169 shares
    Change vs previous 13F -680 shares

    0.05% of the 13F portfolio, value $4,159,305.

    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 19,849 shares
    Change vs previous 13F +300 shares

    0.06% of the 13F portfolio, value $4,115,293.

    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 19,549 shares
    Change vs previous 13F -1,808 shares

    0.07% of the 13F portfolio, value $4,729,294.

    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 21,357 shares
    Change vs previous 13F +276 shares

    0.09% of the 13F portfolio, value $5,201,711.

    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 21,081 shares
    Change vs previous 13F +681 shares

    0.09% of the 13F portfolio, value $5,372,493.

    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 20,400 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,994,744.

    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).