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Disclosery

NewEdge Wealth, LLC: MC position timeline

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

NewEdge Wealth, LLC held 40,439 MC 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 40,439 shares
    Change vs previous 13F +370 shares

    0.03% of the 13F portfolio, value $2,645,519.

    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 40,069 shares
    Change vs previous 13F -4,024 shares

    0.03% of the 13F portfolio, value $2,283,933.

    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 44,093 shares
    Change vs previous 13F -2,576 shares

    0.03% of the 13F portfolio, value $3,030,953.

    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 46,669 shares
    Change vs previous 13F +1,428 shares

    0.04% of the 13F portfolio, value $2,969,548.

    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 45,241 shares
    Change vs previous 13F -2,599 shares

    0.05% of the 13F portfolio, value $3,143,797.

    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 47,840 shares
    Change vs previous 13F -1,901 shares

    0.05% of the 13F portfolio, value $2,791,942.

    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 49,741 shares
    Change vs previous 13F -8,819 shares

    0.06% of the 13F portfolio, value $3,674,865.

    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 58,560 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,011,946.

    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).