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Disclosery

NewEdge Wealth, LLC: RBC position timeline

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

NewEdge Wealth, LLC held 7,938 RBC 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 7,938 shares
    Change vs previous 13F +314 shares

    0.05% of the 13F portfolio, value $5,112,548.

    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 7,624 shares
    Change vs previous 13F -1,616 shares

    0.05% of the 13F portfolio, value $4,140,747.

    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 9,240 shares
    Change vs previous 13F -391 shares

    0.05% of the 13F portfolio, value $4,143,493.

    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 9,631 shares
    Change vs previous 13F -2,220 shares

    0.06% of the 13F portfolio, value $4,154,428.

    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 11,851 shares
    Change vs previous 13F +2,666 shares

    0.08% of the 13F portfolio, value $4,795,626.

    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 9,185 shares
    Change vs previous 13F -464 shares

    0.05% of the 13F portfolio, value $2,955,457.

    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 9,649 shares
    Change vs previous 13F -1,643 shares

    0.05% of the 13F portfolio, value $2,886,402.

    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 11,292 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,380,599.

    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).