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Disclosery

NewEdge Wealth, LLC: MUB position timeline

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

NewEdge Wealth, LLC held 81,866 MUB 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 81,866 shares
    Change vs previous 13F -9,046 shares

    0.09% of the 13F portfolio, value $8,810,429.

    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 90,912 shares
    Change vs previous 13F -3,421 shares

    0.12% of the 13F portfolio, value $9,650,332.

    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 94,333 shares
    Change vs previous 13F -36,575 shares

    0.11% of the 13F portfolio, value $10,104,006.

    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 130,908 shares
    Change vs previous 13F +18,689 shares

    0.2% of the 13F portfolio, value $14,005,862.

    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 112,219 shares
    Change vs previous 13F -6,337 shares

    0.18% of the 13F portfolio, value $11,679,774.

    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 118,556 shares
    Change vs previous 13F -8,931 shares

    0.23% of the 13F portfolio, value $12,500,512.

    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 127,487 shares
    Change vs previous 13F +27,677 shares

    0.24% of the 13F portfolio, value $13,583,722.

    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 99,810 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $10,842,406.

    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).