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Disclosery

NewEdge Wealth, LLC: PFLT position timeline

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

NewEdge Wealth, LLC held 168,559 PFLT 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 168,559 shares
    Change vs previous 13F -9,123 shares

    0.01% of the 13F portfolio, value $1,260,821.

    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 177,682 shares
    Change vs previous 13F +5,938 shares

    0.02% of the 13F portfolio, value $1,428,563.

    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 171,744 shares
    Change vs previous 13F -99,402 shares

    0.02% of the 13F portfolio, value $1,592,067.

    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 271,146 shares
    Change vs previous 13F -24,493 shares

    0.04% of the 13F portfolio, value $2,483,697.

    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 295,639 shares
    Change vs previous 13F +9,515 shares

    0.05% of the 13F portfolio, value $3,074,646.

    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 286,124 shares
    Change vs previous 13F -2,248 shares

    0.06% of the 13F portfolio, value $3,201,728.

    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 288,372 shares
    Change vs previous 13F +1,700 shares

    0.05% of the 13F portfolio, value $3,151,906.

    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 286,672 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,316,795.

    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).