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Disclosery

NewEdge Wealth, LLC: PUK position timeline

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

NewEdge Wealth, LLC held 30,202 PUK 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 30,202 shares
    Change vs previous 13F +5,047 shares

    0.01% of the 13F portfolio, value $809,705.

    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 25,155 shares
    Change vs previous 13F -3,369 shares

    0.01% of the 13F portfolio, value $715,145.

    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 28,524 shares
    Change vs previous 13F +3,515 shares

    0.01% of the 13F portfolio, value $887,667.

    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 25,009 shares
    Change vs previous 13F +2,606 shares

    0.01% of the 13F portfolio, value $712,506.

    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 22,403 shares
    Change vs previous 13F -5,295 shares

    0.01% of the 13F portfolio, value $581,582.

    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 27,698 shares
    Change vs previous 13F +2,313 shares

    0.01% of the 13F portfolio, value $595,507.

    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 25,385 shares
    Change vs previous 13F +12,731 shares

    0.01% of the 13F portfolio, value $404,637.

    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 12,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,605.

    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).