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Disclosery

NewEdge Wealth, LLC: NWG position timeline

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

NewEdge Wealth, LLC held 435,673 NWG 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 435,673 shares
    Change vs previous 13F +46,910 shares

    0.08% of the 13F portfolio, value $7,680,921.

    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 388,763 shares
    Change vs previous 13F +65,355 shares

    0.07% of the 13F portfolio, value $5,792,565.

    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 323,408 shares
    Change vs previous 13F +15,529 shares

    0.06% of the 13F portfolio, value $5,659,643.

    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 307,879 shares
    Change vs previous 13F +35,666 shares

    0.07% of the 13F portfolio, value $4,772,127.

    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 272,213 shares
    Change vs previous 13F +178,644 shares

    0.06% of the 13F portfolio, value $3,849,092.

    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 93,569 shares
    Change vs previous 13F +1,240 shares

    0.02% of the 13F portfolio, value $1,115,342.

    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 92,329 shares
    Change vs previous 13F +1,631 shares

    0.02% of the 13F portfolio, value $938,986.

    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 90,698 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $848,933.

    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).