Skip to content
Disclosery

NewEdge Wealth, LLC: JBND position timeline

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

NewEdge Wealth, LLC held 568,422 JBND 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 568,422 shares
    Change vs previous 13F -8,936 shares

    0.31% of the 13F portfolio, value $30,410,594.

    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 577,358 shares
    Change vs previous 13F +96,280 shares

    0.37% of the 13F portfolio, value $31,044,532.

    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 481,078 shares
    Change vs previous 13F +17,599 shares

    0.29% of the 13F portfolio, value $26,011,906.

    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 463,479 shares
    Change vs previous 13F +39,390 shares

    0.36% of the 13F portfolio, value $25,000,050.

    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 424,089 shares
    Change vs previous 13F +420,318 shares

    0.36% of the 13F portfolio, value $22,722,679.

    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 3,771 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,810.

    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).