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Disclosery

NewEdge Wealth, LLC: OTF position timeline

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

NewEdge Wealth, LLC held 33,187 OTF 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 33,187 shares
    Change vs previous 13F -41,368 shares

    <0.01% of the 13F portfolio, value $343,485.

    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 74,555 shares
    Change vs previous 13F +4,630 shares

    0.01% of the 13F portfolio, value $923,736.

    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 69,925 shares
    Change vs previous 13F +2,218 shares

    0.01% of the 13F portfolio, value $1,016,710.

    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 67,707 shares
    Change vs previous 13F +44,353 shares

    0.01% of the 13F portfolio, value $973,627.

    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 23,354 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $347,040.

    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).