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Disclosery

NewEdge Wealth, LLC: SAIA position timeline

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

NewEdge Wealth, LLC held 8,021 SAIA 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 8,021 shares
    Change vs previous 13F -1,545 shares

    0.03% of the 13F portfolio, value $3,378,124.

    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 9,566 shares
    Change vs previous 13F -1,112 shares

    0.04% of the 13F portfolio, value $3,360,344.

    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 10,678 shares
    Change vs previous 13F -831 shares

    0.04% of the 13F portfolio, value $3,486,581.

    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 11,509 shares
    Change vs previous 13F -901 shares

    0.05% of the 13F portfolio, value $3,256,241.

    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 12,410 shares
    Change vs previous 13F +3,702 shares

    0.06% of the 13F portfolio, value $3,528,163.

    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 8,708 shares
    Change vs previous 13F -369 shares

    0.06% of the 13F portfolio, value $3,042,836.

    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 9,077 shares
    Change vs previous 13F +228 shares

    0.07% of the 13F portfolio, value $4,136,661.

    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 8,849 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,869,314.

    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).