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Disclosery

NewEdge Wealth, LLC: FTXO position timeline

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

NewEdge Wealth, LLC held 14,119 FTXO 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 14,119 shares
    Change vs previous 13F -4,035 shares

    0.01% of the 13F portfolio, value $583,556.

    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 18,154 shares
    Change vs previous 13F -221 shares

    0.01% of the 13F portfolio, value $656,641.

    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 18,375 shares
    Change vs previous 13F -416 shares

    0.01% of the 13F portfolio, value $694,363.

    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 18,791 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $652,416.

    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 18,772 shares
    Change vs previous 13F -448 shares

    0.01% of the 13F portfolio, value $613,849.

    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 19,220 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $584,284.

    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).