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Disclosery

NewEdge Wealth, LLC: SPG position timeline

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

NewEdge Wealth, LLC held 6,562 SPG 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 6,562 shares
    Change vs previous 13F -164 shares

    0.01% of the 13F portfolio, value $1,467,534.

    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 6,726 shares
    Change vs previous 13F -4,540 shares

    0.01% of the 13F portfolio, value $1,254,530.

    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 11,266 shares
    Change vs previous 13F +3,230 shares

    0.02% of the 13F portfolio, value $2,085,390.

    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 8,036 shares
    Change vs previous 13F +165 shares

    0.02% of the 13F portfolio, value $1,457,698.

    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 7,871 shares
    Change vs previous 13F -675 shares

    0.02% of the 13F portfolio, value $1,309,305.

    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 8,546 shares
    Change vs previous 13F -1,101 shares

    0.03% of the 13F portfolio, value $1,419,299.

    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 9,647 shares
    Change vs previous 13F +1,320 shares

    0.03% of the 13F portfolio, value $1,661,330.

    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 8,327 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,407,366.

    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).