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Disclosery

NewEdge Wealth, LLC: FHB position timeline

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

NewEdge Wealth, LLC held 83,192 FHB 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 83,192 shares
    Change vs previous 13F +2,826 shares

    0.02% of the 13F portfolio, value $2,437,526.

    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 80,366 shares
    Change vs previous 13F -9,744 shares

    0.02% of the 13F portfolio, value $1,980,218.

    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 90,110 shares
    Change vs previous 13F -4,545 shares

    0.03% of the 13F portfolio, value $2,279,783.

    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 94,655 shares
    Change vs previous 13F +331 shares

    0.03% of the 13F portfolio, value $2,343,658.

    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 94,324 shares
    Change vs previous 13F -1,641 shares

    0.03% of the 13F portfolio, value $2,231,706.

    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 95,965 shares
    Change vs previous 13F -4,336 shares

    0.04% of the 13F portfolio, value $2,345,385.

    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 100,301 shares
    Change vs previous 13F -17,862 shares

    0.05% of the 13F portfolio, value $2,602,811.

    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 118,163 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,735,473.

    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).