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Disclosery

NewEdge Wealth, LLC: HLN position timeline

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

NewEdge Wealth, LLC held 84,393 HLN 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 84,393 shares
    Change vs previous 13F +3,634 shares

    0.01% of the 13F portfolio, value $787,389.

    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 80,759 shares
    Change vs previous 13F -11,007 shares

    0.01% of the 13F portfolio, value $808,400.

    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 91,766 shares
    Change vs previous 13F +14,528 shares

    0.01% of the 13F portfolio, value $927,751.

    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 77,238 shares
    Change vs previous 13F +12,878 shares

    0.01% of the 13F portfolio, value $719,086.

    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 64,360 shares
    Change vs previous 13F +587 shares

    0.01% of the 13F portfolio, value $608,847.

    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 63,773 shares
    Change vs previous 13F -1,217 shares

    0.01% of the 13F portfolio, value $656,222.

    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 64,990 shares
    Change vs previous 13F -2,605 shares

    0.01% of the 13F portfolio, value $620,005.

    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 67,595 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $715,155.

    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).