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Disclosery

NewEdge Wealth, LLC: SSO position timeline

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

NewEdge Wealth, LLC held 32,684 SSO 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 32,684 shares
    Change vs previous 13F -12,021 shares

    0.02% of the 13F portfolio, value $2,202,248.

    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 44,705 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,319,295.

    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 44,705 shares
    Change vs previous 13F +20,652 shares

    0.03% of the 13F portfolio, value $2,589,314.

    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 24,053 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,769,222.

    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 24,053 shares
    Change vs previous 13F -18,113 shares

    0.04% of the 13F portfolio, value $2,444,025.

    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 42,166 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,490,501.

    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).