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Disclosery

NewEdge Wealth, LLC: MO position timeline

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

NewEdge Wealth, LLC held 59,746 MO 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 59,746 shares
    Change vs previous 13F -3,574 shares

    0.04% of the 13F portfolio, value $4,298,750.

    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 63,320 shares
    Change vs previous 13F -6,354 shares

    0.05% of the 13F portfolio, value $4,178,475.

    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 69,674 shares
    Change vs previous 13F +14,306 shares

    0.05% of the 13F portfolio, value $4,017,429.

    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 55,368 shares
    Change vs previous 13F +1,943 shares

    0.05% of the 13F portfolio, value $3,164,817.

    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 53,425 shares
    Change vs previous 13F +4,281 shares

    0.05% of the 13F portfolio, value $3,395,142.

    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 49,144 shares
    Change vs previous 13F +629 shares

    0.05% of the 13F portfolio, value $2,949,637.

    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 48,515 shares
    Change vs previous 13F +1,221 shares

    0.04% of the 13F portfolio, value $2,536,853.

    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 47,294 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,413,871.

    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).