Skip to content
Disclosery

NewEdge Wealth, LLC: SAFE position timeline

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

NewEdge Wealth, LLC held 670,665 SAFE 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 670,665 shares
    Change vs previous 13F -96,444 shares

    0.11% of the 13F portfolio, value $10,529,438.

    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 767,109 shares
    Change vs previous 13F -186,089 shares

    0.12% of the 13F portfolio, value $10,378,985.

    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 953,198 shares
    Change vs previous 13F -303,002 shares

    0.15% of the 13F portfolio, value $13,049,274.

    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 1,256,200 shares
    Change vs previous 13F -473,226 shares

    0.26% of the 13F portfolio, value $18,064,161.

    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 1,729,426 shares
    Change vs previous 13F -395,861 shares

    0.37% of the 13F portfolio, value $23,693,133.

    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 2,125,287 shares
    Change vs previous 13F -218,073 shares

    0.72% of the 13F portfolio, value $39,785,366.

    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 2,343,360 shares
    Change vs previous 13F -170,714 shares

    0.75% of the 13F portfolio, value $43,305,289.

    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 2,514,074 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $65,944,151.

    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).