Skip to content
Disclosery

NewEdge Wealth, LLC: NEU position timeline

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

NewEdge Wealth, LLC held 3,684 NEU 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 3,684 shares
    Change vs previous 13F +652 shares

    0.03% of the 13F portfolio, value $2,914,708.

    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 3,032 shares
    Change vs previous 13F +1,064 shares

    0.02% of the 13F portfolio, value $1,943,162.

    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 1,968 shares
    Change vs previous 13F +239 shares

    0.02% of the 13F portfolio, value $1,352,532.

    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 1,729 shares
    Change vs previous 13F +441 shares

    0.02% of the 13F portfolio, value $1,356,250.

    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 1,288 shares
    Change vs previous 13F +144 shares

    0.01% of the 13F portfolio, value $932,426.

    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 1,144 shares
    Change vs previous 13F +133 shares

    0.01% of the 13F portfolio, value $647,766.

    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 1,011 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $534,218.

    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).