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Disclosery

NewEdge Wealth, LLC: FPI position timeline

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

NewEdge Wealth, LLC held 31,116 FPI 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 31,116 shares
    Change vs previous 13F -297 shares

    <0.01% of the 13F portfolio, value $301,203.

    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 31,413 shares
    Change vs previous 13F -2,752 shares

    <0.01% of the 13F portfolio, value $352,768.

    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 34,165 shares
    Change vs previous 13F -344 shares

    <0.01% of the 13F portfolio, value $331,059.

    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 34,509 shares
    Change vs previous 13F +514 shares

    <0.01% of the 13F portfolio, value $341,984.

    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 33,995 shares
    Change vs previous 13F -1,427 shares

    0.01% of the 13F portfolio, value $369,866.

    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 35,422 shares
    Change vs previous 13F +23,449 shares

    0.01% of the 13F portfolio, value $394,955.

    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 11,973 shares
    Change vs previous 13F -920 shares

    <0.01% of the 13F portfolio, value $140,802.

    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 12,893 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $134,732.

    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).