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Disclosery

NewEdge Wealth, LLC: SLV position timeline

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

NewEdge Wealth, LLC held 20,854 SLV 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 20,854 shares
    Change vs previous 13F +454 shares

    0.01% of the 13F portfolio, value $1,115,063.

    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 20,400 shares
    Change vs previous 13F -22,526 shares

    0.02% of the 13F portfolio, value $1,390,056.

    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 42,926 shares
    Change vs previous 13F -269 shares

    0.03% of the 13F portfolio, value $2,765,321.

    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 43,195 shares
    Change vs previous 13F +21,551 shares

    0.03% of the 13F portfolio, value $1,885,481.

    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 21,644 shares
    Change vs previous 13F +2,229 shares

    0.01% of the 13F portfolio, value $752,361.

    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 19,415 shares
    Change vs previous 13F -29 shares

    0.01% of the 13F portfolio, value $601,671.

    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 19,444 shares
    Change vs previous 13F +3,479 shares

    0.01% of the 13F portfolio, value $511,961.

    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 15,965 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $453,566.

    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).