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Disclosery

NewEdge Wealth, LLC: SAP position timeline

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

NewEdge Wealth, LLC held 20,662 SAP 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 20,662 shares
    Change vs previous 13F +469 shares

    0.03% of the 13F portfolio, value $3,184,228.

    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 20,193 shares
    Change vs previous 13F +1,316 shares

    0.04% of the 13F portfolio, value $3,457,312.

    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 18,877 shares
    Change vs previous 13F +58 shares

    0.05% of the 13F portfolio, value $4,585,489.

    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 18,819 shares
    Change vs previous 13F +3,424 shares

    0.07% of the 13F portfolio, value $4,912,976.

    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 15,395 shares
    Change vs previous 13F +1,516 shares

    0.07% of the 13F portfolio, value $4,548,544.

    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 13,879 shares
    Change vs previous 13F -3,694 shares

    0.07% of the 13F portfolio, value $3,725,660.

    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 17,573 shares
    Change vs previous 13F +1,299 shares

    0.08% of the 13F portfolio, value $4,326,705.

    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 16,274 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,728,426.

    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).