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Disclosery

NewEdge Wealth, LLC: R position timeline

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

NewEdge Wealth, LLC held 282,560 R 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 282,560 shares
    Change vs previous 13F +4,618 shares

    0.75% of the 13F portfolio, value $74,530,921.

    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 277,942 shares
    Change vs previous 13F +27,608 shares

    0.68% of the 13F portfolio, value $56,897,557.

    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 250,334 shares
    Change vs previous 13F +6,952 shares

    0.54% of the 13F portfolio, value $47,911,355.

    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 243,382 shares
    Change vs previous 13F +6,150 shares

    0.58% of the 13F portfolio, value $40,781,088.

    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 237,232 shares
    Change vs previous 13F +15,289 shares

    0.65% of the 13F portfolio, value $41,703,078.

    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 221,943 shares
    Change vs previous 13F +19,773 shares

    0.58% of the 13F portfolio, value $31,917,621.

    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 202,170 shares
    Change vs previous 13F +15,034 shares

    0.55% of the 13F portfolio, value $31,712,440.

    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 187,136 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $27,284,494.

    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).