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Disclosery

NewEdge Wealth, LLC: SAN position timeline

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

NewEdge Wealth, LLC held 332,524 SAN 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 332,524 shares
    Change vs previous 13F -18,655 shares

    0.05% of the 13F portfolio, value $4,588,826.

    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 351,179 shares
    Change vs previous 13F -20,996 shares

    0.05% of the 13F portfolio, value $3,961,300.

    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 372,175 shares
    Change vs previous 13F +25,591 shares

    0.05% of the 13F portfolio, value $4,365,613.

    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 346,584 shares
    Change vs previous 13F +13,887 shares

    0.05% of the 13F portfolio, value $3,542,088.

    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 332,697 shares
    Change vs previous 13F +84,671 shares

    0.05% of the 13F portfolio, value $3,020,889.

    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 248,026 shares
    Change vs previous 13F -33,634 shares

    0.03% of the 13F portfolio, value $1,661,774.

    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 281,660 shares
    Change vs previous 13F -2,800 shares

    0.02% of the 13F portfolio, value $1,284,370.

    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 284,460 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,450,746.

    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).