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Disclosery

NewEdge Wealth, LLC: MLI position timeline

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

NewEdge Wealth, LLC held 34,265 MLI 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 34,265 shares
    Change vs previous 13F +6,524 shares

    0.04% of the 13F portfolio, value $4,212,244.

    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 27,741 shares
    Change vs previous 13F +10,583 shares

    0.04% of the 13F portfolio, value $3,073,708.

    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 17,158 shares
    Change vs previous 13F +1,813 shares

    0.02% of the 13F portfolio, value $1,969,759.

    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 15,345 shares
    Change vs previous 13F +2,758 shares

    0.02% of the 13F portfolio, value $1,656,162.

    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 12,587 shares
    Change vs previous 13F +1,392 shares

    0.02% of the 13F portfolio, value $1,110,961.

    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 11,195 shares
    Change vs previous 13F +1,648 shares

    0.02% of the 13F portfolio, value $852,366.

    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 9,547 shares
    Change vs previous 13F +6,544 shares

    0.01% of the 13F portfolio, value $757,636.

    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 3,003 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,497.

    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).