Skip to content
Disclosery

NewEdge Wealth, LLC: ROST position timeline

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

NewEdge Wealth, LLC held 14,317 ROST 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 14,317 shares
    Change vs previous 13F +998 shares

    0.03% of the 13F portfolio, value $3,047,362.

    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 13,319 shares
    Change vs previous 13F -1,426 shares

    0.03% of the 13F portfolio, value $2,885,324.

    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 14,745 shares
    Change vs previous 13F +7,353 shares

    0.03% of the 13F portfolio, value $2,656,243.

    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 7,392 shares
    Change vs previous 13F +564 shares

    0.02% of the 13F portfolio, value $1,199,133.

    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 6,828 shares
    Change vs previous 13F +704 shares

    0.02% of the 13F portfolio, value $991,075.

    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 6,124 shares
    Change vs previous 13F +678 shares

    0.01% of the 13F portfolio, value $782,605.

    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 5,446 shares
    Change vs previous 13F -189 shares

    0.01% of the 13F portfolio, value $823,781.

    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 5,635 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $848,096.

    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).