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Disclosery

NewEdge Wealth, LLC: EWW position timeline

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

NewEdge Wealth, LLC held 2,668 EWW 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 2,668 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $200,820.

    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 2,668 shares
    Change vs previous 13F +2,668 shares

    <0.01% of the 13F portfolio, value $200,714.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -5,458 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 5,458 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,145.

    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).