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Disclosery

NewEdge Wealth, LLC: SPY position timeline

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

NewEdge Wealth, LLC held 225,123 SPY 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 225,123 shares
    Change vs previous 13F -8,817 shares

    1.7% of the 13F portfolio, value $168,115,359.

    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 233,940 shares
    Change vs previous 13F +2,772 shares

    1.82% of the 13F portfolio, value $152,140,643.

    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 231,168 shares
    Change vs previous 13F +31,716 shares

    1.78% of the 13F portfolio, value $157,638,090.

    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 199,452 shares
    Change vs previous 13F +14,197 shares

    1.94% of the 13F portfolio, value $135,144,951.

    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 185,255 shares
    Change vs previous 13F -1,870 shares

    1.83% of the 13F portfolio, value $117,127,327.

    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 187,125 shares
    Change vs previous 13F -4,286 shares

    1.9% of the 13F portfolio, value $104,675,671.

    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 191,411 shares
    Change vs previous 13F -442 shares

    1.95% of the 13F portfolio, value $112,182,084.

    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 191,853 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $110,077,816.

    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).