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Disclosery

NewEdge Wealth, LLC: NU position timeline

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

NewEdge Wealth, LLC held 32,522 NU 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 32,522 shares
    Change vs previous 13F -23,045 shares

    <0.01% of the 13F portfolio, value $434,497.

    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 55,567 shares
    Change vs previous 13F -11,731 shares

    0.01% of the 13F portfolio, value $798,501.

    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 67,298 shares
    Change vs previous 13F +888 shares

    0.01% of the 13F portfolio, value $1,126,572.

    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 66,410 shares
    Change vs previous 13F +2,029 shares

    0.02% of the 13F portfolio, value $1,073,853.

    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 64,381 shares
    Change vs previous 13F +351 shares

    0.01% of the 13F portfolio, value $798,971.

    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 64,030 shares
    Change vs previous 13F -7,208 shares

    0.01% of the 13F portfolio, value $655,669.

    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 71,238 shares
    Change vs previous 13F +1,690 shares

    0.01% of the 13F portfolio, value $738,028.

    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 69,548 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $949,333.

    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).