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Disclosery

NewEdge Wealth, LLC: HDB position timeline

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

NewEdge Wealth, LLC held 22,419 HDB 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 22,419 shares
    Change vs previous 13F -17,609 shares

    0.01% of the 13F portfolio, value $579,083.

    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 40,028 shares
    Change vs previous 13F -13,369 shares

    0.01% of the 13F portfolio, value $995,897.

    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 53,397 shares
    Change vs previous 13F +3,304 shares

    0.02% of the 13F portfolio, value $1,951,126.

    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 50,093 shares
    Change vs previous 13F +30,162 shares

    0.03% of the 13F portfolio, value $1,794,832.

    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 19,931 shares
    Change vs previous 13F -6,394 shares

    0.02% of the 13F portfolio, value $1,509,375.

    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 26,325 shares
    Change vs previous 13F +1,417 shares

    0.03% of the 13F portfolio, value $1,749,033.

    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 24,908 shares
    Change vs previous 13F -4,548 shares

    0.03% of the 13F portfolio, value $1,590,625.

    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 29,456 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,842,767.

    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).