NewEdge Wealth, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Wealth, LLC on PG, newest first. How the timeline and the estimate are built.
NewEdge Wealth, LLC held 75,633 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 75,633 sharesChange vs previous 13F -2,227 shares
0.11% of the 13F portfolio, value $11,090,852.
13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,860 sharesChange vs previous 13F -12,016 shares
0.13% of the 13F portfolio, value $11,246,064.
13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 89,876 sharesChange vs previous 13F +14,857 shares
0.15% of the 13F portfolio, value $12,880,085.
13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 75,019 sharesChange vs previous 13F +3,067 shares
0.16% of the 13F portfolio, value $10,936,992.
13F-HR 0001580642-25-007152 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 71,952 sharesChange vs previous 13F +1,734 shares
0.17% of the 13F portfolio, value $11,043,905.
13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 70,218 sharesChange vs previous 13F -1,625 shares
0.22% of the 13F portfolio, value $11,966,584.
13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 71,843 sharesChange vs previous 13F +6,432 shares
0.21% of the 13F portfolio, value $12,044,438.
13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 65,411 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $11,329,203.
13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).