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Disclosery

NewEdge Wealth, LLC: HIG position timeline

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

NewEdge Wealth, LLC held 13,167 HIG 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 13,167 shares
    Change vs previous 13F -5,060 shares

    0.02% of the 13F portfolio, value $1,744,878.

    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 18,227 shares
    Change vs previous 13F -1,133 shares

    0.03% of the 13F portfolio, value $2,464,824.

    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 19,360 shares
    Change vs previous 13F +2,031 shares

    0.03% of the 13F portfolio, value $2,667,760.

    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 17,329 shares
    Change vs previous 13F +3,840 shares

    0.03% of the 13F portfolio, value $2,222,098.

    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 13,489 shares
    Change vs previous 13F +935 shares

    0.03% of the 13F portfolio, value $1,715,880.

    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 12,554 shares
    Change vs previous 13F +3,836 shares

    0.03% of the 13F portfolio, value $1,553,306.

    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 8,718 shares
    Change vs previous 13F -973 shares

    0.02% of the 13F portfolio, value $953,696.

    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 9,691 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,139,759.

    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).