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Disclosery

NewEdge Wealth, LLC: KB position timeline

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

NewEdge Wealth, LLC held 73,162 KB 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 73,162 shares
    Change vs previous 13F +7,478 shares

    0.08% of the 13F portfolio, value $7,679,132.

    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 65,684 shares
    Change vs previous 13F -13,987 shares

    0.08% of the 13F portfolio, value $6,550,622.

    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 79,671 shares
    Change vs previous 13F +3,621 shares

    0.08% of the 13F portfolio, value $6,854,856.

    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 76,050 shares
    Change vs previous 13F +8,351 shares

    0.09% of the 13F portfolio, value $6,479,450.

    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 67,699 shares
    Change vs previous 13F +887 shares

    0.09% of the 13F portfolio, value $5,593,940.

    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 66,812 shares
    Change vs previous 13F +8,461 shares

    0.07% of the 13F portfolio, value $3,615,189.

    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 58,351 shares
    Change vs previous 13F +1,806 shares

    0.06% of the 13F portfolio, value $3,320,153.

    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 56,545 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,491,626.

    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).