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Disclosery

NewEdge Wealth, LLC: FVD position timeline

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

NewEdge Wealth, LLC held 13,256 FVD 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 13,256 shares
    Change vs previous 13F -9,111 shares

    0.01% of the 13F portfolio, value $638,679.

    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 22,367 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $1,051,915.

    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 22,341 shares
    Change vs previous 13F -401 shares

    0.01% of the 13F portfolio, value $1,029,484.

    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 22,742 shares
    Change vs previous 13F +930 shares

    0.01% of the 13F portfolio, value $1,030,004.

    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 21,812 shares
    Change vs previous 13F -11,709 shares

    0.02% of the 13F portfolio, value $990,487.

    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 33,521 shares
    Change vs previous 13F -13,952 shares

    0.03% of the 13F portfolio, value $1,494,714.

    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 47,473 shares
    Change vs previous 13F +18,323 shares

    0.04% of the 13F portfolio, value $2,071,706.

    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 29,150 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,326,020.

    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).