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Disclosery

NewEdge Wealth, LLC: S position timeline

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

NewEdge Wealth, LLC held 387,500 S 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 387,500 shares
    Change vs previous 13F -1,368 shares

    0.07% of the 13F portfolio, value $6,575,875.

    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 388,868 shares
    Change vs previous 13F -276,365 shares

    0.06% of the 13F portfolio, value $5,008,616.

    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 665,233 shares
    Change vs previous 13F +99,068 shares

    0.11% of the 13F portfolio, value $9,978,490.

    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 566,165 shares
    Change vs previous 13F -346,855 shares

    0.14% of the 13F portfolio, value $9,494,582.

    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 913,020 shares
    Change vs previous 13F -79,420 shares

    0.24% of the 13F portfolio, value $15,220,037.

    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 992,440 shares
    Change vs previous 13F +141,368 shares

    0.33% of the 13F portfolio, value $18,042,565.

    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 851,072 shares
    Change vs previous 13F +53,865 shares

    0.33% of the 13F portfolio, value $18,893,805.

    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 797,207 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $19,069,199.

    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).