NewEdge Wealth, LLC: KBWB position timeline

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

NewEdge Wealth, LLC held 23,477 KBWB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 23,477 shares
Change vs previous 13F -3,481 shares
0.02% of the 13F portfolio, value $2,182,881.
13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 26,958 shares
Change vs previous 13F -2,832 shares
0.03% of the 13F portfolio, value $2,132,880.
13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 29,790 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $2,511,032.
13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).