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Disclosery

NewEdge Wealth, LLC: LOPE position timeline

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

NewEdge Wealth, LLC held 13,078 LOPE 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 13,078 shares
    Change vs previous 13F +2,366 shares

    0.02% of the 13F portfolio, value $1,871,593.

    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 10,712 shares
    Change vs previous 13F +3,052 shares

    0.02% of the 13F portfolio, value $1,821,361.

    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 7,660 shares
    Change vs previous 13F +1,539 shares

    0.01% of the 13F portfolio, value $1,273,935.

    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 6,121 shares
    Change vs previous 13F +1,023 shares

    0.02% of the 13F portfolio, value $1,091,252.

    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 5,098 shares
    Change vs previous 13F +1,221 shares

    0.02% of the 13F portfolio, value $992,479.

    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 3,877 shares
    Change vs previous 13F +412 shares

    0.01% of the 13F portfolio, value $670,799.

    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 3,465 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $567,567.

    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).