Skip to content
Disclosery

NewEdge Wealth, LLC: RTO position timeline

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

NewEdge Wealth, LLC held 9,602 RTO 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 9,602 shares
    Change vs previous 13F -6,226 shares

    <0.01% of the 13F portfolio, value $274,713.

    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 15,828 shares
    Change vs previous 13F -7,509 shares

    0.01% of the 13F portfolio, value $498,265.

    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 23,337 shares
    Change vs previous 13F +1,402 shares

    0.01% of the 13F portfolio, value $687,508.

    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 21,935 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $604,090.

    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 21,812 shares
    Change vs previous 13F +3,183 shares

    0.01% of the 13F portfolio, value $546,827.

    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 18,629 shares
    Change vs previous 13F +6,041 shares

    0.01% of the 13F portfolio, value $426,604.

    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 12,588 shares
    Change vs previous 13F -4,667 shares

    0.01% of the 13F portfolio, value $318,728.

    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 17,255 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,167.

    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).