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Disclosery

NewEdge Wealth, LLC: MA position timeline

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

NewEdge Wealth, LLC held 145,120 MA 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 145,120 shares
    Change vs previous 13F +40,038 shares

    0.75% of the 13F portfolio, value $74,533,628.

    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 105,082 shares
    Change vs previous 13F -3,029 shares

    0.63% of the 13F portfolio, value $52,505,406.

    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 108,111 shares
    Change vs previous 13F +10,520 shares

    0.7% of the 13F portfolio, value $61,718,674.

    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 97,591 shares
    Change vs previous 13F -8,741 shares

    0.77% of the 13F portfolio, value $53,997,956.

    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 106,332 shares
    Change vs previous 13F +5,315 shares

    0.93% of the 13F portfolio, value $59,675,552.

    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 101,017 shares
    Change vs previous 13F +862 shares

    1% of the 13F portfolio, value $55,369,540.

    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 100,155 shares
    Change vs previous 13F +3,218 shares

    0.91% of the 13F portfolio, value $52,738,853.

    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 96,937 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $47,867,672.

    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).