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Disclosery

NewEdge Wealth, LLC: ICLR position timeline

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

NewEdge Wealth, LLC held 8,345 ICLR 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 8,345 shares
    Change vs previous 13F +307 shares

    0.01% of the 13F portfolio, value $1,449,610.

    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 8,038 shares
    Change vs previous 13F +3,619 shares

    0.01% of the 13F portfolio, value $889,485.

    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 4,419 shares
    Change vs previous 13F +512 shares

    0.01% of the 13F portfolio, value $805,230.

    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 3,907 shares
    Change vs previous 13F +864 shares

    0.01% of the 13F portfolio, value $639,576.

    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 3,043 shares
    Change vs previous 13F +1,693 shares

    0.01% of the 13F portfolio, value $480,338.

    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 1,350 shares
    Change vs previous 13F +287 shares

    <0.01% of the 13F portfolio, value $236,237.

    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 1,063 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,922.

    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).