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Disclosery

NewEdge Wealth, LLC: LCII position timeline

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

NewEdge Wealth, LLC held 17,697 LCII 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 17,697 shares
    Change vs previous 13F -1,195 shares

    0.02% of the 13F portfolio, value $1,873,771.

    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 18,892 shares
    Change vs previous 13F -2,246 shares

    0.03% of the 13F portfolio, value $2,323,373.

    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 21,138 shares
    Change vs previous 13F -418 shares

    0.03% of the 13F portfolio, value $2,564,885.

    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 21,556 shares
    Change vs previous 13F -492 shares

    0.03% of the 13F portfolio, value $2,381,076.

    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 22,048 shares
    Change vs previous 13F -1,232 shares

    0.03% of the 13F portfolio, value $2,111,757.

    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 23,280 shares
    Change vs previous 13F +1,415 shares

    0.04% of the 13F portfolio, value $2,035,370.

    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 21,865 shares
    Change vs previous 13F -4,568 shares

    0.04% of the 13F portfolio, value $2,260,622.

    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 26,433 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,186,234.

    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).