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Disclosery

NewEdge Wealth, LLC: FDT position timeline

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

NewEdge Wealth, LLC held 12,429 FDT 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 12,429 shares
    Change vs previous 13F -10,168 shares

    0.01% of the 13F portfolio, value $1,176,734.

    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 22,597 shares
    Change vs previous 13F -86 shares

    0.02% of the 13F portfolio, value $1,964,345.

    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 22,683 shares
    Change vs previous 13F -370 shares

    0.02% of the 13F portfolio, value $1,802,115.

    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 23,053 shares
    Change vs previous 13F +26 shares

    0.03% of the 13F portfolio, value $1,766,246.

    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 23,027 shares
    Change vs previous 13F -1,916 shares

    0.03% of the 13F portfolio, value $1,661,199.

    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 24,943 shares
    Change vs previous 13F -233 shares

    0.03% of the 13F portfolio, value $1,452,938.

    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 25,176 shares
    Change vs previous 13F +255 shares

    0.02% of the 13F portfolio, value $1,361,503.

    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 24,921 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,437,199.

    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).