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Disclosery

NewEdge Wealth, LLC: NOW position timeline

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

NewEdge Wealth, LLC held 484,707 NOW 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 484,707 shares
    Change vs previous 13F +156,535 shares

    0.49% of the 13F portfolio, value $48,121,696.

    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 328,172 shares
    Change vs previous 13F +266,938 shares

    0.41% of the 13F portfolio, value $34,310,405.

    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 61,234 shares
    Change vs previous 13F +47,823 shares

    0.11% of the 13F portfolio, value $9,380,391.

    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 13,411 shares
    Change vs previous 13F +307 shares

    0.17% of the 13F portfolio, value $11,796,938.

    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 13,104 shares
    Change vs previous 13F +455 shares

    0.18% of the 13F portfolio, value $11,454,407.

    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 12,649 shares
    Change vs previous 13F -965 shares

    0.18% of the 13F portfolio, value $10,070,375.

    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 13,614 shares
    Change vs previous 13F -128 shares

    0.25% of the 13F portfolio, value $14,432,474.

    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 13,742 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $12,290,707.

    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).