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Disclosery

NewEdge Wealth, LLC: FMF position timeline

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

NewEdge Wealth, LLC held 22,690 FMF 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 22,690 shares
    Change vs previous 13F -341 shares

    0.01% of the 13F portfolio, value $1,137,231.

    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 23,031 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $1,165,824.

    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 23,012 shares
    Change vs previous 13F -277 shares

    0.01% of the 13F portfolio, value $1,082,729.

    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 23,289 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $1,124,270.

    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 23,262 shares
    Change vs previous 13F +1,773 shares

    0.02% of the 13F portfolio, value $1,089,617.

    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 21,489 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $991,070.

    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 21,514 shares
    Change vs previous 13F +602 shares

    0.02% of the 13F portfolio, value $1,023,615.

    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 20,912 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $993,344.

    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).