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Disclosery

NewEdge Wealth, LLC: SPOT position timeline

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

NewEdge Wealth, LLC held 11,234 SPOT 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 11,234 shares
    Change vs previous 13F +654 shares

    0.05% of the 13F portfolio, value $5,157,655.

    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 10,580 shares
    Change vs previous 13F +2,042 shares

    0.06% of the 13F portfolio, value $5,130,496.

    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 8,538 shares
    Change vs previous 13F +376 shares

    0.06% of the 13F portfolio, value $4,957,966.

    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 8,162 shares
    Change vs previous 13F +5,893 shares

    0.07% of the 13F portfolio, value $5,060,440.

    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 2,269 shares
    Change vs previous 13F -1,079 shares

    0.02% of the 13F portfolio, value $1,558,550.

    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 3,348 shares
    Change vs previous 13F +419 shares

    0.03% of the 13F portfolio, value $1,841,363.

    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 2,929 shares
    Change vs previous 13F +1,145 shares

    0.02% of the 13F portfolio, value $1,310,376.

    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 1,784 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $657,458.

    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).