Skip to content
Disclosery

NewEdge Wealth, LLC: HLNE position timeline

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

NewEdge Wealth, LLC held 21,836 HLNE 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 21,836 shares
    Change vs previous 13F -3,997 shares

    0.02% of the 13F portfolio, value $1,721,351.

    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 25,833 shares
    Change vs previous 13F +9,294 shares

    0.03% of the 13F portfolio, value $2,567,800.

    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 16,539 shares
    Change vs previous 13F -1,717 shares

    0.03% of the 13F portfolio, value $2,221,353.

    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 18,256 shares
    Change vs previous 13F -949 shares

    0.03% of the 13F portfolio, value $2,263,379.

    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 19,205 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,942,014.

    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).