Skip to content
Disclosery

NewEdge Wealth, LLC: HST position timeline

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

NewEdge Wealth, LLC held 2,207,728 HST 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 2,207,728 shares
    Change vs previous 13F +43,770 shares

    0.53% of the 13F portfolio, value $52,345,235.

    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 2,163,958 shares
    Change vs previous 13F +274,642 shares

    0.49% of the 13F portfolio, value $41,461,444.

    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 1,889,316 shares
    Change vs previous 13F +1,889,316 shares

    0.38% of the 13F portfolio, value $33,497,577.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.