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Disclosery

NewEdge Wealth, LLC: SPHQ position timeline

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

NewEdge Wealth, LLC held 110,363 SPHQ 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 110,363 shares
    Change vs previous 13F +29,647 shares

    0.1% of the 13F portfolio, value $9,943,675.

    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 80,716 shares
    Change vs previous 13F +24,394 shares

    0.07% of the 13F portfolio, value $6,069,068.

    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 56,322 shares
    Change vs previous 13F -2,034 shares

    0.05% of the 13F portfolio, value $4,226,971.

    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 58,356 shares
    Change vs previous 13F +9,793 shares

    0.06% of the 13F portfolio, value $4,302,016.

    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 48,563 shares
    Change vs previous 13F +36,767 shares

    0.05% of the 13F portfolio, value $3,464,971.

    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 11,796 shares
    Change vs previous 13F +6,527 shares

    0.01% of the 13F portfolio, value $782,514.

    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 5,269 shares
    Change vs previous 13F +662 shares

    0.01% of the 13F portfolio, value $353,181.

    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 4,607 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $309,913.

    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).