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Disclosery

NewEdge Wealth, LLC: NET position timeline

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

NewEdge Wealth, LLC held 12,342 NET 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 12,342 shares
    Change vs previous 13F +3,733 shares

    0.03% of the 13F portfolio, value $3,027,215.

    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 8,609 shares
    Change vs previous 13F -111 shares

    0.02% of the 13F portfolio, value $1,776,349.

    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 8,720 shares
    Change vs previous 13F +667 shares

    0.02% of the 13F portfolio, value $1,719,146.

    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 8,053 shares
    Change vs previous 13F +5,049 shares

    0.03% of the 13F portfolio, value $1,840,189.

    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 3,004 shares
    Change vs previous 13F -539 shares

    0.01% of the 13F portfolio, value $632,135.

    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 3,543 shares
    Change vs previous 13F -694 shares

    0.01% of the 13F portfolio, value $399,261.

    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 4,237 shares
    Change vs previous 13F +1,557 shares

    0.01% of the 13F portfolio, value $456,240.

    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 2,680 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,785.

    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).