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NewEdge Wealth, LLC: HLT position timeline

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

NewEdge Wealth, LLC held 21,062 HLT 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 21,062 shares
    Change vs previous 13F +460 shares

    0.07% of the 13F portfolio, value $6,960,128.

    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 20,602 shares
    Change vs previous 13F +7,642 shares

    0.07% of the 13F portfolio, value $6,264,579.

    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 12,960 shares
    Change vs previous 13F +3,041 shares

    0.04% of the 13F portfolio, value $3,722,842.

    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 9,919 shares
    Change vs previous 13F +1,631 shares

    0.04% of the 13F portfolio, value $2,623,179.

    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 8,288 shares
    Change vs previous 13F +605 shares

    0.03% of the 13F portfolio, value $2,162,380.

    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 7,683 shares
    Change vs previous 13F +563 shares

    0.03% of the 13F portfolio, value $1,748,303.

    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 7,120 shares
    Change vs previous 13F +1,023 shares

    0.03% of the 13F portfolio, value $1,759,779.

    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 6,097 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,405,359.

    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).