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Disclosery

NewEdge Wealth, LLC: O position timeline

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

NewEdge Wealth, LLC held 17,563 O 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 17,563 shares
    Change vs previous 13F -821 shares

    0.01% of the 13F portfolio, value $1,088,204.

    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 18,384 shares
    Change vs previous 13F -8,065 shares

    0.01% of the 13F portfolio, value $1,124,734.

    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 26,449 shares
    Change vs previous 13F +8,178 shares

    0.02% of the 13F portfolio, value $1,490,929.

    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 18,271 shares
    Change vs previous 13F -5,945 shares

    0.01% of the 13F portfolio, value $1,025,341.

    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 24,216 shares
    Change vs previous 13F -4,351 shares

    0.02% of the 13F portfolio, value $1,382,487.

    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 28,567 shares
    Change vs previous 13F -1,747 shares

    0.03% of the 13F portfolio, value $1,657,171.

    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 30,314 shares
    Change vs previous 13F -3,370 shares

    0.03% of the 13F portfolio, value $1,619,094.

    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 33,684 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,136,260.

    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).