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NewEdge Wealth, LLC: SLF position timeline

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

NewEdge Wealth, LLC held 4,144 SLF 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 4,144 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $324,972.

    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 4,238 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $265,129.

    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 4,190 shares
    Change vs previous 13F +109 shares

    <0.01% of the 13F portfolio, value $261,456.

    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 4,081 shares
    Change vs previous 13F -537 shares

    <0.01% of the 13F portfolio, value $251,675.

    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 4,618 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $283,961.

    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 4,639 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $265,629.

    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 4,618 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $274,032.

    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 4,618 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $267,936.

    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).