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Disclosery

NewEdge Wealth, LLC: LPLA position timeline

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

NewEdge Wealth, LLC held 11,476 LPLA 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 11,476 shares
    Change vs previous 13F -1,438 shares

    0.03% of the 13F portfolio, value $3,232,690.

    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 12,914 shares
    Change vs previous 13F -7,056 shares

    0.05% of the 13F portfolio, value $3,885,045.

    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 19,970 shares
    Change vs previous 13F -1,424 shares

    0.08% of the 13F portfolio, value $7,132,685.

    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 21,394 shares
    Change vs previous 13F -15,079 shares

    0.11% of the 13F portfolio, value $8,012,909.

    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 36,473 shares
    Change vs previous 13F -3,676 shares

    0.21% of the 13F portfolio, value $13,452,932.

    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 40,149 shares
    Change vs previous 13F -28,642 shares

    0.24% of the 13F portfolio, value $13,134,387.

    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 68,791 shares
    Change vs previous 13F -878 shares

    0.39% of the 13F portfolio, value $22,460,821.

    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 69,669 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $16,207,107.

    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).