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
- period ended2026-06-3013F 21,062 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,602 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,960 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,919 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,288 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,683 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,120 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,097 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).