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Disclosery

NewEdge Wealth, LLC: LDP position timeline

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

NewEdge Wealth, LLC held 116,907 LDP 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 116,907 shares
    Change vs previous 13F -78,436 shares

    0.02% of the 13F portfolio, value $2,473,752.

    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 195,343 shares
    Change vs previous 13F -18,785 shares

    0.05% of the 13F portfolio, value $3,901,000.

    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 214,128 shares
    Change vs previous 13F -915 shares

    0.05% of the 13F portfolio, value $4,533,090.

    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 215,043 shares
    Change vs previous 13F +211 shares

    0.07% of the 13F portfolio, value $4,687,937.

    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 214,832 shares
    Change vs previous 13F +20,250 shares

    0.07% of the 13F portfolio, value $4,610,295.

    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 194,582 shares
    Change vs previous 13F +41,601 shares

    0.07% of the 13F portfolio, value $3,961,690.

    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 152,981 shares
    Change vs previous 13F +5,300 shares

    0.05% of the 13F portfolio, value $3,090,216.

    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 147,681 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,212,062.

    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).