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Disclosery

NewEdge Wealth, LLC: GS position timeline

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

NewEdge Wealth, LLC held 26,407 GS 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 26,407 shares
    Change vs previous 13F +382 shares

    0.27% of the 13F portfolio, value $26,706,901.

    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 26,025 shares
    Change vs previous 13F +1,675 shares

    0.26% of the 13F portfolio, value $22,017,198.

    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 24,350 shares
    Change vs previous 13F +10,407 shares

    0.24% of the 13F portfolio, value $21,403,410.

    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 13,943 shares
    Change vs previous 13F +2,734 shares

    0.16% of the 13F portfolio, value $11,058,102.

    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 11,209 shares
    Change vs previous 13F +731 shares

    0.13% of the 13F portfolio, value $8,067,674.

    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 10,478 shares
    Change vs previous 13F +148 shares

    0.1% of the 13F portfolio, value $5,724,143.

    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 10,330 shares
    Change vs previous 13F +1,465 shares

    0.1% of the 13F portfolio, value $5,915,060.

    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 8,865 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,389,109.

    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).