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Disclosery

NewEdge Wealth, LLC: FAST position timeline

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

NewEdge Wealth, LLC held 136,014 FAST 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 136,014 shares
    Change vs previous 13F -5,870 shares

    0.07% of the 13F portfolio, value $6,532,752.

    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 141,884 shares
    Change vs previous 13F -6,775 shares

    0.08% of the 13F portfolio, value $6,583,418.

    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 148,659 shares
    Change vs previous 13F +9,937 shares

    0.07% of the 13F portfolio, value $5,965,675.

    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 138,722 shares
    Change vs previous 13F -4,021 shares

    0.08% of the 13F portfolio, value $5,781,933.

    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 142,743 shares
    Change vs previous 13F +80,451 shares

    0.11% of the 13F portfolio, value $6,777,447.

    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 62,292 shares
    Change vs previous 13F -6,294 shares

    0.09% of the 13F portfolio, value $4,830,745.

    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 68,586 shares
    Change vs previous 13F +451 shares

    0.09% of the 13F portfolio, value $4,932,019.

    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 68,135 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,866,202.

    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).