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Disclosery

NewEdge Wealth, LLC: PDI position timeline

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

NewEdge Wealth, LLC held 38,205 PDI 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 38,205 shares
    Change vs previous 13F +625 shares

    0.01% of the 13F portfolio, value $638,026.

    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 37,580 shares
    Change vs previous 13F +712 shares

    0.01% of the 13F portfolio, value $642,994.

    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 36,868 shares
    Change vs previous 13F -693 shares

    0.01% of the 13F portfolio, value $652,932.

    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 37,561 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $686,241.

    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 37,658 shares
    Change vs previous 13F +1,233 shares

    0.01% of the 13F portfolio, value $726,792.

    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 36,425 shares
    Change vs previous 13F -303 shares

    0.01% of the 13F portfolio, value $721,223.

    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 36,728 shares
    Change vs previous 13F +84 shares

    0.01% of the 13F portfolio, value $673,595.

    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 36,644 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $742,779.

    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).