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Disclosery

NewEdge Wealth, LLC: IRM position timeline

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

NewEdge Wealth, LLC held 21,343 IRM 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 21,343 shares
    Change vs previous 13F +1,978 shares

    0.03% of the 13F portfolio, value $2,695,827.

    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 19,365 shares
    Change vs previous 13F +5,663 shares

    0.02% of the 13F portfolio, value $1,977,895.

    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 13,702 shares
    Change vs previous 13F +1,818 shares

    0.01% of the 13F portfolio, value $1,136,585.

    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 11,884 shares
    Change vs previous 13F +462 shares

    0.02% of the 13F portfolio, value $1,194,028.

    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 11,422 shares
    Change vs previous 13F -260 shares

    0.02% of the 13F portfolio, value $1,048,921.

    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 11,682 shares
    Change vs previous 13F +3,863 shares

    0.02% of the 13F portfolio, value $1,005,088.

    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 7,819 shares
    Change vs previous 13F -637 shares

    0.01% of the 13F portfolio, value $821,861.

    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 8,456 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,004,797.

    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).