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Disclosery

NewEdge Wealth, LLC: PEP position timeline

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

NewEdge Wealth, LLC held 40,993 PEP 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 40,993 shares
    Change vs previous 13F -5,102 shares

    0.06% of the 13F portfolio, value $5,550,501.

    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 46,095 shares
    Change vs previous 13F +3,622 shares

    0.09% of the 13F portfolio, value $7,158,050.

    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 42,473 shares
    Change vs previous 13F +8,830 shares

    0.07% of the 13F portfolio, value $6,095,661.

    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 33,643 shares
    Change vs previous 13F +1,265 shares

    0.07% of the 13F portfolio, value $4,806,301.

    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 32,378 shares
    Change vs previous 13F -2,842 shares

    0.07% of the 13F portfolio, value $4,659,911.

    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 35,220 shares
    Change vs previous 13F -973 shares

    0.1% of the 13F portfolio, value $5,280,819.

    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 36,193 shares
    Change vs previous 13F +996 shares

    0.1% of the 13F portfolio, value $5,503,527.

    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 35,197 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,985,271.

    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).