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Disclosery

NewEdge Wealth, LLC: PULS position timeline

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

NewEdge Wealth, LLC held 212,523 PULS 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 212,523 shares
    Change vs previous 13F -41,542 shares

    0.11% of the 13F portfolio, value $10,530,534.

    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 254,065 shares
    Change vs previous 13F -20,435 shares

    0.15% of the 13F portfolio, value $12,576,218.

    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 274,500 shares
    Change vs previous 13F -178,968 shares

    0.15% of the 13F portfolio, value $13,612,465.

    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 453,468 shares
    Change vs previous 13F +112,724 shares

    0.32% of the 13F portfolio, value $22,514,686.

    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 340,744 shares
    Change vs previous 13F +217,956 shares

    0.26% of the 13F portfolio, value $16,914,532.

    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 122,788 shares
    Change vs previous 13F +34,796 shares

    0.11% of the 13F portfolio, value $6,106,247.

    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 87,992 shares
    Change vs previous 13F -249,490 shares

    0.08% of the 13F portfolio, value $4,360,004.

    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 337,482 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $16,799,854.

    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).