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Disclosery

NewEdge Wealth, LLC: F position timeline

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

NewEdge Wealth, LLC held 15,869 F 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 15,869 shares
    Change vs previous 13F +3,081 shares

    <0.01% of the 13F portfolio, value $220,582.

    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 12,788 shares
    Change vs previous 13F -27,554 shares

    <0.01% of the 13F portfolio, value $147,569.

    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 40,342 shares
    Change vs previous 13F +27,733 shares

    0.01% of the 13F portfolio, value $529,286.

    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 12,609 shares
    Change vs previous 13F -923 shares

    <0.01% of the 13F portfolio, value $165,304.

    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 13,532 shares
    Change vs previous 13F -366 shares

    <0.01% of the 13F portfolio, value $152,646.

    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 13,898 shares
    Change vs previous 13F -8,779 shares

    <0.01% of the 13F portfolio, value $139,392.

    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 22,677 shares
    Change vs previous 13F -6,973 shares

    <0.01% of the 13F portfolio, value $224,507.

    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 29,650 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $313,108.

    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).