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Disclosery

NewEdge Wealth, LLC: ROL position timeline

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

NewEdge Wealth, LLC held 65,783 ROL 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 65,783 shares
    Change vs previous 13F -13,888 shares

    0.03% of the 13F portfolio, value $2,745,776.

    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 79,671 shares
    Change vs previous 13F -13,813 shares

    0.05% of the 13F portfolio, value $4,255,238.

    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 93,484 shares
    Change vs previous 13F -2,133 shares

    0.06% of the 13F portfolio, value $5,610,930.

    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 95,617 shares
    Change vs previous 13F -1,786 shares

    0.08% of the 13F portfolio, value $5,705,466.

    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 97,403 shares
    Change vs previous 13F -1,210 shares

    0.09% of the 13F portfolio, value $5,699,050.

    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 98,613 shares
    Change vs previous 13F +1,000 shares

    0.1% of the 13F portfolio, value $5,328,060.

    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 97,613 shares
    Change vs previous 13F +3,519 shares

    0.08% of the 13F portfolio, value $4,524,363.

    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 94,094 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,759,275.

    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).