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Disclosery

NewEdge Wealth, LLC: FTSM position timeline

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

NewEdge Wealth, LLC held 79,617 FTSM 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 79,617 shares
    Change vs previous 13F -715 shares

    0.05% of the 13F portfolio, value $4,755,523.

    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 80,332 shares
    Change vs previous 13F -1,249 shares

    0.06% of the 13F portfolio, value $4,802,247.

    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 81,581 shares
    Change vs previous 13F -167 shares

    0.06% of the 13F portfolio, value $4,889,166.

    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 81,748 shares
    Change vs previous 13F -5,308 shares

    0.07% of the 13F portfolio, value $4,898,364.

    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 87,056 shares
    Change vs previous 13F -963 shares

    0.08% of the 13F portfolio, value $5,216,396.

    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 88,019 shares
    Change vs previous 13F -15,470 shares

    0.1% of the 13F portfolio, value $5,267,082.

    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 103,489 shares
    Change vs previous 13F -1,298 shares

    0.11% of the 13F portfolio, value $6,185,530.

    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 104,787 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,273,590.

    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).