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Disclosery

NewEdge Wealth, LLC: SHG position timeline

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

NewEdge Wealth, LLC held 109,575 SHG 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 109,575 shares
    Change vs previous 13F +6,916 shares

    0.07% of the 13F portfolio, value $6,930,637.

    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 102,659 shares
    Change vs previous 13F +10,050 shares

    0.08% of the 13F portfolio, value $6,295,066.

    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 92,609 shares
    Change vs previous 13F +3,417 shares

    0.06% of the 13F portfolio, value $4,966,634.

    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 89,192 shares
    Change vs previous 13F +12,918 shares

    0.07% of the 13F portfolio, value $4,720,952.

    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 76,274 shares
    Change vs previous 13F +8,060 shares

    0.06% of the 13F portfolio, value $3,806,053.

    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 68,214 shares
    Change vs previous 13F -36,443 shares

    0.04% of the 13F portfolio, value $2,188,291.

    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 104,657 shares
    Change vs previous 13F +6,369 shares

    0.06% of the 13F portfolio, value $3,441,134.

    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 98,288 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,164,474.

    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).