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Disclosery

NewEdge Wealth, LLC: FIIG position timeline

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

NewEdge Wealth, LLC held 59,463 FIIG 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 59,463 shares
    Change vs previous 13F +7,466 shares

    0.01% of the 13F portfolio, value $1,231,488.

    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 51,997 shares
    Change vs previous 13F +94 shares

    0.01% of the 13F portfolio, value $1,078,946.

    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 51,903 shares
    Change vs previous 13F -970 shares

    0.01% of the 13F portfolio, value $1,100,353.

    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 52,873 shares
    Change vs previous 13F +127 shares

    0.02% of the 13F portfolio, value $1,117,199.

    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 52,746 shares
    Change vs previous 13F +1,472 shares

    0.02% of the 13F portfolio, value $1,112,408.

    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 51,274 shares
    Change vs previous 13F -1,480 shares

    0.02% of the 13F portfolio, value $1,063,943.

    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 52,754 shares
    Change vs previous 13F -197 shares

    0.02% of the 13F portfolio, value $1,078,819.

    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 52,951 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,131,567.

    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).