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NewEdge Wealth, LLC: ETHA position timeline

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

NewEdge Wealth, LLC held 34,560 ETHA 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 34,560 shares
    Change vs previous 13F -25,565 shares

    <0.01% of the 13F portfolio, value $410,913.

    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 60,125 shares
    Change vs previous 13F +5,950 shares

    0.01% of the 13F portfolio, value $951,783.

    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 54,175 shares
    Change vs previous 13F +1,537 shares

    0.01% of the 13F portfolio, value $1,215,145.

    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 52,638 shares
    Change vs previous 13F +44,783 shares

    0.02% of the 13F portfolio, value $1,372,799.

    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 7,855 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,230.

    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).