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Disclosery

NewEdge Wealth, LLC: JKHY position timeline

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

NewEdge Wealth, LLC held 31,575 JKHY 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 31,575 shares
    Change vs previous 13F -3,530 shares

    0.04% of the 13F portfolio, value $4,349,193.

    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 35,105 shares
    Change vs previous 13F -5,163 shares

    0.07% of the 13F portfolio, value $5,548,021.

    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 40,268 shares
    Change vs previous 13F -1,346 shares

    0.08% of the 13F portfolio, value $7,348,014.

    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 41,614 shares
    Change vs previous 13F +552 shares

    0.1% of the 13F portfolio, value $6,651,166.

    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 41,062 shares
    Change vs previous 13F +3,372 shares

    0.11% of the 13F portfolio, value $6,737,864.

    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 37,690 shares
    Change vs previous 13F +6,014 shares

    0.12% of the 13F portfolio, value $6,882,194.

    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 31,676 shares
    Change vs previous 13F -723 shares

    0.1% of the 13F portfolio, value $5,552,803.

    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 32,399 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,719,719.

    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).