Skip to content
Disclosery

NewEdge Wealth, LLC: KWEB position timeline

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

NewEdge Wealth, LLC held 202,755 KWEB 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 202,755 shares
    Change vs previous 13F -15,618 shares

    0.05% of the 13F portfolio, value $4,961,413.

    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 218,373 shares
    Change vs previous 13F -2,313 shares

    0.07% of the 13F portfolio, value $6,208,354.

    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 220,686 shares
    Change vs previous 13F +89,143 shares

    0.08% of the 13F portfolio, value $7,514,363.

    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 131,543 shares
    Change vs previous 13F -217 shares

    0.07% of the 13F portfolio, value $5,176,221.

    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 131,760 shares
    Change vs previous 13F +5,853 shares

    0.07% of the 13F portfolio, value $4,724,918.

    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 125,907 shares
    Change vs previous 13F -30,768 shares

    0.08% of the 13F portfolio, value $4,395,396.

    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 156,675 shares
    Change vs previous 13F -55,945 shares

    0.08% of the 13F portfolio, value $4,581,177.

    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 212,620 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,233,320.

    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).