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NewEdge Wealth, LLC: FBTC position timeline

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

NewEdge Wealth, LLC held 23,448 FBTC 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 23,448 shares
    Change vs previous 13F +502 shares

    0.01% of the 13F portfolio, value $1,197,008.

    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 22,946 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $1,354,504.

    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 22,929 shares
    Change vs previous 13F +904 shares

    0.02% of the 13F portfolio, value $1,747,871.

    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 22,025 shares
    Change vs previous 13F +568 shares

    0.03% of the 13F portfolio, value $1,993,669.

    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 21,457 shares
    Change vs previous 13F +424 shares

    0.03% of the 13F portfolio, value $2,202,610.

    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 21,033 shares
    Change vs previous 13F +376 shares

    0.03% of the 13F portfolio, value $1,513,710.

    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 20,657 shares
    Change vs previous 13F +14,239 shares

    0.03% of the 13F portfolio, value $1,685,198.

    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 6,418 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $356,392.

    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).