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Disclosery

NewEdge Wealth, LLC: PM position timeline

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

NewEdge Wealth, LLC held 60,585 PM 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 60,585 shares
    Change vs previous 13F -298 shares

    0.11% of the 13F portfolio, value $10,960,439.

    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 60,883 shares
    Change vs previous 13F -5,754 shares

    0.12% of the 13F portfolio, value $10,066,461.

    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 66,637 shares
    Change vs previous 13F +9,495 shares

    0.12% of the 13F portfolio, value $10,688,546.

    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 57,142 shares
    Change vs previous 13F +6,439 shares

    0.12% of the 13F portfolio, value $8,479,934.

    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 50,703 shares
    Change vs previous 13F -10,726 shares

    0.13% of the 13F portfolio, value $8,526,748.

    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 61,429 shares
    Change vs previous 13F +1,720 shares

    0.18% of the 13F portfolio, value $9,750,612.

    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 59,709 shares
    Change vs previous 13F +559 shares

    0.12% of the 13F portfolio, value $7,185,977.

    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 59,150 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,180,752.

    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).