Skip to content

NewEdge Wealth, LLC: NVAX position timeline

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

NewEdge Wealth, LLC held 100,559 NVAX 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 100,559 shares
    Change vs previous 13F -29,441 shares

    0.01% of the 13F portfolio, value $947,266.

    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 130,000 shares
    Change vs previous 13F -239 shares

    0.01% of the 13F portfolio, value $1,058,200.

    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 130,239 shares
    Change vs previous 13F -39,761 shares

    0.01% of the 13F portfolio, value $875,206.

    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 170,000 shares
    Change vs previous 13F -4,750 shares

    0.02% of the 13F portfolio, value $1,307,300.

    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 174,750 shares
    Change vs previous 13F -5,255 shares

    0.02% of the 13F portfolio, value $1,534,305.

    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 180,005 shares
    Change vs previous 13F +9,888 shares

    0.02% of the 13F portfolio, value $1,153,832.

    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 170,117 shares
    Change vs previous 13F +70,117 shares

    0.02% of the 13F portfolio, value $1,367,741.

    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 100,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,263,000.

    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).