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Disclosery

NewEdge Wealth, LLC: RLI position timeline

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

NewEdge Wealth, LLC held 37,891 RLI 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 37,891 shares
    Change vs previous 13F +119 shares

    0.02% of the 13F portfolio, value $2,238,221.

    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 37,772 shares
    Change vs previous 13F -4,310 shares

    0.03% of the 13F portfolio, value $2,154,515.

    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 42,082 shares
    Change vs previous 13F +11,762 shares

    0.03% of the 13F portfolio, value $2,692,406.

    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 30,320 shares
    Change vs previous 13F +364 shares

    0.03% of the 13F portfolio, value $1,835,876.

    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 29,956 shares
    Change vs previous 13F +5,810 shares

    0.03% of the 13F portfolio, value $1,996,867.

    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 24,146 shares
    Change vs previous 13F +11,531 shares

    0.04% of the 13F portfolio, value $1,939,648.

    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 12,615 shares
    Change vs previous 13F -2,106 shares

    0.04% of the 13F portfolio, value $2,079,330.

    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 14,721 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,281,461.

    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).