Skip to content
Disclosery

NewEdge Wealth, LLC: OBDC position timeline

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

NewEdge Wealth, LLC held 614,082 OBDC 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 614,082 shares
    Change vs previous 13F -144,344 shares

    0.07% of the 13F portfolio, value $6,675,068.

    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 758,426 shares
    Change vs previous 13F +340,861 shares

    0.1% of the 13F portfolio, value $8,388,191.

    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 417,565 shares
    Change vs previous 13F +37,957 shares

    0.06% of the 13F portfolio, value $5,190,338.

    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 379,608 shares
    Change vs previous 13F +92,097 shares

    0.07% of the 13F portfolio, value $4,851,390.

    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 287,511 shares
    Change vs previous 13F +37,303 shares

    0.06% of the 13F portfolio, value $4,048,153.

    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 250,208 shares
    Change vs previous 13F +142,902 shares

    0.07% of the 13F portfolio, value $3,668,049.

    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 107,306 shares
    Change vs previous 13F +20,612 shares

    0.03% of the 13F portfolio, value $1,622,467.

    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 86,694 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,263,132.

    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).