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Disclosery

NewEdge Wealth, LLC: FTA position timeline

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

NewEdge Wealth, LLC held 12,658 FTA 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 12,658 shares
    Change vs previous 13F -4,148 shares

    0.01% of the 13F portfolio, value $1,225,295.

    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 16,806 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $1,552,069.

    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 16,792 shares
    Change vs previous 13F -370 shares

    0.02% of the 13F portfolio, value $1,446,583.

    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 17,162 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $1,417,503.

    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 17,144 shares
    Change vs previous 13F -364 shares

    0.02% of the 13F portfolio, value $1,354,351.

    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 17,508 shares
    Change vs previous 13F -8,914 shares

    0.02% of the 13F portfolio, value $1,343,209.

    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 26,422 shares
    Change vs previous 13F +30 shares

    0.04% of the 13F portfolio, value $2,020,242.

    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 26,392 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,088,405.

    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).