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Disclosery

NewEdge Wealth, LLC: SU position timeline

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

NewEdge Wealth, LLC held 1,148,025 SU 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 1,148,025 shares
    Change vs previous 13F +65,848 shares

    0.62% of the 13F portfolio, value $61,625,956.

    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 1,082,177 shares
    Change vs previous 13F +81,565 shares

    0.85% of the 13F portfolio, value $71,542,695.

    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 1,000,612 shares
    Change vs previous 13F +14,370 shares

    0.5% of the 13F portfolio, value $44,387,131.

    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 986,242 shares
    Change vs previous 13F +29,251 shares

    0.58% of the 13F portfolio, value $40,652,899.

    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 956,991 shares
    Change vs previous 13F +59,982 shares

    0.59% of the 13F portfolio, value $37,351,350.

    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 897,009 shares
    Change vs previous 13F +37,302 shares

    0.63% of the 13F portfolio, value $34,732,194.

    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 859,707 shares
    Change vs previous 13F +127,237 shares

    0.53% of the 13F portfolio, value $30,674,363.

    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 732,470 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $27,042,805.

    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).