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Disclosery

NewEdge Wealth, LLC: POOL position timeline

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

NewEdge Wealth, LLC held 18,888 POOL 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 18,888 shares
    Change vs previous 13F -1,490 shares

    0.04% of the 13F portfolio, value $4,059,027.

    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 20,378 shares
    Change vs previous 13F +9,530 shares

    0.05% of the 13F portfolio, value $4,123,038.

    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 10,848 shares
    Change vs previous 13F -3,338 shares

    0.03% of the 13F portfolio, value $2,481,366.

    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 14,186 shares
    Change vs previous 13F -1,132 shares

    0.05% of the 13F portfolio, value $3,589,357.

    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 15,318 shares
    Change vs previous 13F -233 shares

    0.07% of the 13F portfolio, value $4,727,593.

    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 15,551 shares
    Change vs previous 13F +1,965 shares

    0.09% of the 13F portfolio, value $4,950,502.

    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 13,586 shares
    Change vs previous 13F -1,520 shares

    0.08% of the 13F portfolio, value $4,631,840.

    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 15,106 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,691,752.

    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).