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Disclosery

NewEdge Wealth, LLC: FIXD position timeline

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

NewEdge Wealth, LLC held 13,621 FIXD 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 13,621 shares
    Change vs previous 13F -184 shares

    0.01% of the 13F portfolio, value $593,991.

    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 13,805 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $601,761.

    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 13,772 shares
    Change vs previous 13F -291 shares

    0.01% of the 13F portfolio, value $610,387.

    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 14,063 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $624,590.

    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 14,029 shares
    Change vs previous 13F -10,930 shares

    0.01% of the 13F portfolio, value $616,686.

    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 24,959 shares
    Change vs previous 13F -25,359 shares

    0.02% of the 13F portfolio, value $1,094,211.

    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 50,318 shares
    Change vs previous 13F +77 shares

    0.04% of the 13F portfolio, value $2,162,151.

    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 50,241 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,272,892.

    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).