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Disclosery

NewEdge Wealth, LLC: OUT position timeline

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

NewEdge Wealth, LLC held 14,686 OUT 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 14,686 shares
    Change vs previous 13F +591 shares

    <0.01% of the 13F portfolio, value $481,113.

    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 14,095 shares
    Change vs previous 13F -819 shares

    <0.01% of the 13F portfolio, value $373,514.

    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 14,914 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $359,421.

    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 15,062 shares
    Change vs previous 13F +821 shares

    <0.01% of the 13F portfolio, value $264,939.

    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 14,241 shares
    Change vs previous 13F -840 shares

    <0.01% of the 13F portfolio, value $252,485.

    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 15,081 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $243,406.

    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).