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Disclosery

NewEdge Wealth, LLC: PCMM position timeline

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

NewEdge Wealth, LLC held 92,818 PCMM 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 92,818 shares
    Change vs previous 13F -3,682 shares

    0.05% of the 13F portfolio, value $4,629,298.

    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 96,500 shares
    Change vs previous 13F +5,705 shares

    0.06% of the 13F portfolio, value $4,744,905.

    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 90,795 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $4,550,645.

    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 90,695 shares
    Change vs previous 13F +19,864 shares

    0.07% of the 13F portfolio, value $4,547,447.

    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 70,831 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,575,549.

    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).