Skip to content
Disclosery

NewEdge Wealth, LLC: PNC position timeline

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

NewEdge Wealth, LLC held 29,669 PNC 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 29,669 shares
    Change vs previous 13F +3,337 shares

    0.07% of the 13F portfolio, value $7,304,993.

    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 26,332 shares
    Change vs previous 13F +4,506 shares

    0.07% of the 13F portfolio, value $5,479,490.

    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 21,826 shares
    Change vs previous 13F +2,832 shares

    0.05% of the 13F portfolio, value $4,555,700.

    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 18,994 shares
    Change vs previous 13F +1,268 shares

    0.05% of the 13F portfolio, value $3,497,706.

    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 17,726 shares
    Change vs previous 13F -437 shares

    0.05% of the 13F portfolio, value $3,316,949.

    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 18,163 shares
    Change vs previous 13F -1,976 shares

    0.06% of the 13F portfolio, value $3,192,520.

    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 20,139 shares
    Change vs previous 13F +1,058 shares

    0.07% of the 13F portfolio, value $3,883,774.

    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 19,081 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,527,080.

    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).