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Disclosery

NewEdge Wealth, LLC: OLLI position timeline

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

NewEdge Wealth, LLC held 23,020 OLLI 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 23,020 shares
    Change vs previous 13F -3,744 shares

    0.02% of the 13F portfolio, value $1,769,778.

    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 26,764 shares
    Change vs previous 13F -3,318 shares

    0.03% of the 13F portfolio, value $2,463,359.

    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 30,082 shares
    Change vs previous 13F -1,366 shares

    0.04% of the 13F portfolio, value $3,297,288.

    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 31,448 shares
    Change vs previous 13F -374 shares

    0.06% of the 13F portfolio, value $3,903,640.

    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 31,822 shares
    Change vs previous 13F +272 shares

    0.07% of the 13F portfolio, value $4,434,396.

    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 31,550 shares
    Change vs previous 13F -983 shares

    0.07% of the 13F portfolio, value $3,671,158.

    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 32,533 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,569,846.

    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).