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Disclosery

NewEdge Wealth, LLC: JEF position timeline

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

NewEdge Wealth, LLC held 998,413 JEF 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 998,413 shares
    Change vs previous 13F -19,418 shares

    0.5% of the 13F portfolio, value $49,900,677.

    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 1,017,831 shares
    Change vs previous 13F +93,216 shares

    0.5% of the 13F portfolio, value $42,005,893.

    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 924,615 shares
    Change vs previous 13F +14,812 shares

    0.65% of the 13F portfolio, value $57,298,379.

    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 909,803 shares
    Change vs previous 13F +128,255 shares

    0.7% of the 13F portfolio, value $49,065,695.

    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 781,548 shares
    Change vs previous 13F +278,648 shares

    0.7% of the 13F portfolio, value $45,009,347.

    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 502,900 shares
    Change vs previous 13F +52,761 shares

    0.49% of the 13F portfolio, value $26,940,335.

    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 450,139 shares
    Change vs previous 13F +27,439 shares

    0.61% of the 13F portfolio, value $35,290,921.

    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 422,700 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $26,017,164.

    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).