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Disclosery

NewEdge Wealth, LLC: QQQ position timeline

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

NewEdge Wealth, LLC held 30,866 QQQ 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 30,866 shares
    Change vs previous 13F -170 shares

    0.23% of the 13F portfolio, value $22,729,915.

    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 31,036 shares
    Change vs previous 13F -3,225 shares

    0.21% of the 13F portfolio, value $17,913,322.

    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 34,261 shares
    Change vs previous 13F +9,216 shares

    0.24% of the 13F portfolio, value $21,046,982.

    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 25,045 shares
    Change vs previous 13F +3,441 shares

    0.22% of the 13F portfolio, value $15,610,342.

    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 21,604 shares
    Change vs previous 13F +3,518 shares

    0.19% of the 13F portfolio, value $12,297,805.

    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 18,086 shares
    Change vs previous 13F +647 shares

    0.15% of the 13F portfolio, value $8,481,110.

    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 17,439 shares
    Change vs previous 13F +4,002 shares

    0.15% of the 13F portfolio, value $8,915,565.

    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 13,437 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,558,318.

    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).