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Disclosery

NewEdge Wealth, LLC: MSOS position timeline

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

NewEdge Wealth, LLC held 75,168 MSOS 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 75,168 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $381,852.

    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 75,368 shares
    Change vs previous 13F -835,090 shares

    <0.01% of the 13F portfolio, value $267,555.

    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 910,458 shares
    Change vs previous 13F +410,187 shares

    0.05% of the 13F portfolio, value $4,297,364.

    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 500,271 shares
    Change vs previous 13F +448,084 shares

    0.03% of the 13F portfolio, value $2,141,162.

    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 52,187 shares
    Change vs previous 13F -6,048 shares

    <0.01% of the 13F portfolio, value $181,612.

    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 58,235 shares
    Change vs previous 13F -795,623 shares

    <0.01% of the 13F portfolio, value $151,994.

    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 853,858 shares
    Change vs previous 13F +817,950 shares

    0.06% of the 13F portfolio, value $3,253,200.

    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 35,908 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $257,458.

    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).