Skip to content
Disclosery

NewEdge Wealth, LLC: QUAL position timeline

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

NewEdge Wealth, LLC held 109,096 QUAL 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 109,096 shares
    Change vs previous 13F -6,394 shares

    0.24% of the 13F portfolio, value $23,938,989.

    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 115,490 shares
    Change vs previous 13F -20,617 shares

    0.26% of the 13F portfolio, value $22,152,162.

    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 136,107 shares
    Change vs previous 13F +67,797 shares

    0.31% of the 13F portfolio, value $27,033,663.

    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 68,310 shares
    Change vs previous 13F -4,906 shares

    0.19% of the 13F portfolio, value $13,340,271.

    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 73,216 shares
    Change vs previous 13F -3,058 shares

    0.21% of the 13F portfolio, value $13,480,544.

    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 76,274 shares
    Change vs previous 13F +20,603 shares

    0.24% of the 13F portfolio, value $13,034,512.

    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 55,671 shares
    Change vs previous 13F -2,900 shares

    0.17% of the 13F portfolio, value $9,913,949.

    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 58,571 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $10,501,738.

    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).