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Disclosery

NewEdge Wealth, LLC: FCN position timeline

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

NewEdge Wealth, LLC held 18,639 FCN 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 18,639 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $2,777,397.

    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 18,679 shares
    Change vs previous 13F -2,129 shares

    0.04% of the 13F portfolio, value $3,301,887.

    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 20,808 shares
    Change vs previous 13F -1,149 shares

    0.04% of the 13F portfolio, value $3,554,631.

    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 21,957 shares
    Change vs previous 13F +71 shares

    0.05% of the 13F portfolio, value $3,662,647.

    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 21,886 shares
    Change vs previous 13F -1,638 shares

    0.06% of the 13F portfolio, value $3,681,663.

    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 23,524 shares
    Change vs previous 13F -1,009 shares

    0.07% of the 13F portfolio, value $3,859,818.

    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 24,533 shares
    Change vs previous 13F -4,257 shares

    0.08% of the 13F portfolio, value $4,688,992.

    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 28,790 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,551,452.

    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).