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Disclosery

NewEdge Wealth, LLC: LMBS position timeline

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

NewEdge Wealth, LLC held 31,259 LMBS 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 31,259 shares
    Change vs previous 13F -7,588 shares

    0.02% of the 13F portfolio, value $1,556,053.

    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 38,847 shares
    Change vs previous 13F -6,312 shares

    0.02% of the 13F portfolio, value $1,934,967.

    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 45,159 shares
    Change vs previous 13F -326 shares

    0.03% of the 13F portfolio, value $2,257,473.

    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 45,485 shares
    Change vs previous 13F -1,051 shares

    0.03% of the 13F portfolio, value $2,268,981.

    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 46,536 shares
    Change vs previous 13F -1,164 shares

    0.04% of the 13F portfolio, value $2,301,889.

    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 47,700 shares
    Change vs previous 13F -521 shares

    0.04% of the 13F portfolio, value $2,344,915.

    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 48,221 shares
    Change vs previous 13F -4,380 shares

    0.04% of the 13F portfolio, value $2,346,893.

    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 52,601 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,599,040.

    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).