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Disclosery

NewEdge Wealth, LLC: HWM position timeline

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

NewEdge Wealth, LLC held 36,425 HWM 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 36,425 shares
    Change vs previous 13F -3,814 shares

    0.1% of the 13F portfolio, value $9,793,298.

    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 40,239 shares
    Change vs previous 13F -3,650 shares

    0.11% of the 13F portfolio, value $9,273,496.

    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 43,889 shares
    Change vs previous 13F +4,523 shares

    0.1% of the 13F portfolio, value $8,998,110.

    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 39,366 shares
    Change vs previous 13F -7,554 shares

    0.12% of the 13F portfolio, value $8,121,509.

    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 46,920 shares
    Change vs previous 13F -3,941 shares

    0.13% of the 13F portfolio, value $8,519,668.

    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 50,861 shares
    Change vs previous 13F -738 shares

    0.12% of the 13F portfolio, value $6,598,202.

    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 51,599 shares
    Change vs previous 13F +3,861 shares

    0.1% of the 13F portfolio, value $5,643,384.

    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 47,738 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,785,735.

    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).