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Disclosery

NewEdge Wealth, LLC: MBS position timeline

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

NewEdge Wealth, LLC held 2,180,278 MBS 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 2,180,278 shares
    Change vs previous 13F -412,472 shares

    0.19% of the 13F portfolio, value $18,815,795.

    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 2,592,750 shares
    Change vs previous 13F +189,635 shares

    0.27% of the 13F portfolio, value $22,453,216.

    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 2,403,115 shares
    Change vs previous 13F +35,512 shares

    0.24% of the 13F portfolio, value $21,015,243.

    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 2,367,603 shares
    Change vs previous 13F +121,085 shares

    0.3% of the 13F portfolio, value $20,702,087.

    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 2,246,518 shares
    Change vs previous 13F +112,797 shares

    0.3% of the 13F portfolio, value $19,385,875.

    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 2,133,721 shares
    Change vs previous 13F +74,214 shares

    0.34% of the 13F portfolio, value $18,520,699.

    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 2,059,507 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $17,567,595.

    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).