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Disclosery

NewEdge Wealth, LLC: MAR position timeline

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

NewEdge Wealth, LLC held 4,308 MAR 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 4,308 shares
    Change vs previous 13F +128 shares

    0.02% of the 13F portfolio, value $1,596,347.

    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 4,180 shares
    Change vs previous 13F -2,245 shares

    0.02% of the 13F portfolio, value $1,367,219.

    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 6,425 shares
    Change vs previous 13F +2,201 shares

    0.02% of the 13F portfolio, value $1,993,184.

    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 4,224 shares
    Change vs previous 13F -667 shares

    0.02% of the 13F portfolio, value $1,195,709.

    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 4,891 shares
    Change vs previous 13F +539 shares

    0.02% of the 13F portfolio, value $1,274,545.

    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 4,352 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $1,036,536.

    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 4,345 shares
    Change vs previous 13F +1,112 shares

    0.02% of the 13F portfolio, value $1,212,007.

    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 3,233 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $803,733.

    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).