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Disclosery

NewEdge Wealth, LLC: NI position timeline

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

NewEdge Wealth, LLC held 7,854 NI 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 7,854 shares
    Change vs previous 13F +299 shares

    <0.01% of the 13F portfolio, value $373,458.

    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 7,555 shares
    Change vs previous 13F -2,830 shares

    <0.01% of the 13F portfolio, value $352,516.

    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 10,385 shares
    Change vs previous 13F +2,662 shares

    <0.01% of the 13F portfolio, value $433,677.

    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 7,723 shares
    Change vs previous 13F +411 shares

    <0.01% of the 13F portfolio, value $331,085.

    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 7,312 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $309,809.

    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 7,244 shares
    Change vs previous 13F -1,116 shares

    0.01% of the 13F portfolio, value $290,412.

    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 8,360 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,314.

    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).