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Disclosery

NewEdge Wealth, LLC: EXR position timeline

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

NewEdge Wealth, LLC held 1,855 EXR 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 1,855 shares
    Change vs previous 13F -167 shares

    <0.01% of the 13F portfolio, value $269,563.

    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 2,022 shares
    Change vs previous 13F -1,722 shares

    <0.01% of the 13F portfolio, value $265,174.

    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 3,744 shares
    Change vs previous 13F +477 shares

    0.01% of the 13F portfolio, value $487,532.

    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 3,267 shares
    Change vs previous 13F -4,243 shares

    0.01% of the 13F portfolio, value $434,544.

    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 7,510 shares
    Change vs previous 13F -664 shares

    0.02% of the 13F portfolio, value $1,038,490.

    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 8,174 shares
    Change vs previous 13F -1,095 shares

    0.02% of the 13F portfolio, value $1,213,749.

    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 9,269 shares
    Change vs previous 13F +1,137 shares

    0.02% of the 13F portfolio, value $1,386,592.

    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 8,132 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,465,225.

    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).