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Disclosery

NewEdge Wealth, LLC: EXPO position timeline

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

NewEdge Wealth, LLC held 21,889 EXPO 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 21,889 shares
    Change vs previous 13F -4,824 shares

    0.01% of the 13F portfolio, value $1,286,198.

    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 26,713 shares
    Change vs previous 13F +3,329 shares

    0.02% of the 13F portfolio, value $1,743,041.

    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 23,384 shares
    Change vs previous 13F -8,658 shares

    0.02% of the 13F portfolio, value $1,624,253.

    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 32,042 shares
    Change vs previous 13F -1,747 shares

    0.03% of the 13F portfolio, value $2,360,214.

    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 33,789 shares
    Change vs previous 13F -529 shares

    0.04% of the 13F portfolio, value $2,408,142.

    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 34,318 shares
    Change vs previous 13F +3,895 shares

    0.05% of the 13F portfolio, value $2,781,817.

    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 30,423 shares
    Change vs previous 13F -2,498 shares

    0.05% of the 13F portfolio, value $2,710,689.

    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 32,921 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,795,133.

    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).