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Disclosery

NewEdge Wealth, LLC: SSD position timeline

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

NewEdge Wealth, LLC held 24,032 SSD 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 24,032 shares
    Change vs previous 13F +39 shares

    0.05% of the 13F portfolio, value $5,031,099.

    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 23,993 shares
    Change vs previous 13F -3,553 shares

    0.05% of the 13F portfolio, value $4,117,679.

    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 27,546 shares
    Change vs previous 13F -1,734 shares

    0.05% of the 13F portfolio, value $4,447,853.

    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 29,280 shares
    Change vs previous 13F +92 shares

    0.07% of the 13F portfolio, value $4,967,938.

    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 29,188 shares
    Change vs previous 13F -2,169 shares

    0.08% of the 13F portfolio, value $5,313,092.

    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 31,357 shares
    Change vs previous 13F -1,458 shares

    0.09% of the 13F portfolio, value $4,925,558.

    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 32,815 shares
    Change vs previous 13F -5,876 shares

    0.09% of the 13F portfolio, value $5,441,711.

    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 38,691 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,400,428.

    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).