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Disclosery

NewEdge Wealth, LLC: ET position timeline

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

NewEdge Wealth, LLC held 186,223 ET 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 186,223 shares
    Change vs previous 13F +13,934 shares

    0.04% of the 13F portfolio, value $3,560,584.

    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 172,289 shares
    Change vs previous 13F -6,725 shares

    0.04% of the 13F portfolio, value $3,325,178.

    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 179,014 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,951,941.

    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 179,014 shares
    Change vs previous 13F +38,792 shares

    0.04% of the 13F portfolio, value $3,027,127.

    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 140,222 shares
    Change vs previous 13F -2,618 shares

    0.04% of the 13F portfolio, value $2,470,712.

    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 142,840 shares
    Change vs previous 13F +66,643 shares

    0.05% of the 13F portfolio, value $2,655,396.

    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 76,197 shares
    Change vs previous 13F +600 shares

    0.03% of the 13F portfolio, value $1,492,699.

    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 75,597 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,213,332.

    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).