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Disclosery

NewEdge Wealth, LLC: RSP position timeline

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

NewEdge Wealth, LLC held 285,858 RSP 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 285,858 shares
    Change vs previous 13F +11,553 shares

    0.61% of the 13F portfolio, value $60,821,906.

    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 274,305 shares
    Change vs previous 13F -17,597 shares

    0.63% of the 13F portfolio, value $52,644,684.

    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 291,902 shares
    Change vs previous 13F +250,891 shares

    0.63% of the 13F portfolio, value $55,916,783.

    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 41,011 shares
    Change vs previous 13F -2,291 shares

    0.11% of the 13F portfolio, value $7,682,216.

    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 43,302 shares
    Change vs previous 13F -5,877 shares

    0.12% of the 13F portfolio, value $7,913,493.

    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 49,179 shares
    Change vs previous 13F -14,768 shares

    0.15% of the 13F portfolio, value $8,519,205.

    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 63,947 shares
    Change vs previous 13F +13,872 shares

    0.19% of the 13F portfolio, value $11,205,422.

    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 50,075 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $8,971,394.

    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).