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Disclosery

NewEdge Wealth, LLC: FNDF position timeline

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

NewEdge Wealth, LLC held 91,515 FNDF 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 91,515 shares
    Change vs previous 13F -4,852 shares

    0.05% of the 13F portfolio, value $4,828,328.

    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 96,367 shares
    Change vs previous 13F +87,856 shares

    0.06% of the 13F portfolio, value $4,715,221.

    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 8,511 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $384,782.

    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 8,511 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $373,207.

    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 8,521 shares
    Change vs previous 13F +1,527 shares

    0.01% of the 13F portfolio, value $350,298.

    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 6,994 shares
    Change vs previous 13F -5,195 shares

    <0.01% of the 13F portfolio, value $252,763.

    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 12,189 shares
    Change vs previous 13F +5,784 shares

    0.01% of the 13F portfolio, value $404,797.

    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 6,405 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $239,355.

    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).