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Disclosery

NewEdge Wealth, LLC: SOXX position timeline

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

NewEdge Wealth, LLC held 7,875 SOXX 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 7,875 shares
    Change vs previous 13F +226 shares

    0.05% of the 13F portfolio, value $5,045,696.

    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 7,649 shares
    Change vs previous 13F -54 shares

    0.03% of the 13F portfolio, value $2,514,002.

    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 7,703 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $2,319,731.

    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 7,756 shares
    Change vs previous 13F -146 shares

    0.03% of the 13F portfolio, value $2,369,210.

    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 7,902 shares
    Change vs previous 13F -386 shares

    0.03% of the 13F portfolio, value $1,903,032.

    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 8,288 shares
    Change vs previous 13F -6,113 shares

    0.03% of the 13F portfolio, value $1,559,593.

    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 14,401 shares
    Change vs previous 13F +5,988 shares

    0.05% of the 13F portfolio, value $3,103,325.

    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 8,413 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,939,849.

    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).