Skip to content

NewEdge Wealth, LLC: LSTR position timeline

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

NewEdge Wealth, LLC held 18,173 LSTR 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 18,173 shares
    Change vs previous 13F -11 shares

    0.04% of the 13F portfolio, value $3,758,358.

    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 18,184 shares
    Change vs previous 13F +1,821 shares

    0.03% of the 13F portfolio, value $2,915,077.

    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 16,363 shares
    Change vs previous 13F -4,464 shares

    0.03% of the 13F portfolio, value $2,351,363.

    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 20,827 shares
    Change vs previous 13F +160 shares

    0.04% of the 13F portfolio, value $2,665,856.

    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 20,667 shares
    Change vs previous 13F +1,165 shares

    0.04% of the 13F portfolio, value $2,659,430.

    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 19,502 shares
    Change vs previous 13F -881 shares

    0.05% of the 13F portfolio, value $2,929,200.

    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 20,383 shares
    Change vs previous 13F +762 shares

    0.06% of the 13F portfolio, value $3,503,022.

    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 19,621 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,705,818.

    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).