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Disclosery

NewEdge Wealth, LLC: SUB position timeline

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

NewEdge Wealth, LLC held 23,118 SUB 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 23,118 shares
    Change vs previous 13F -527 shares

    0.02% of the 13F portfolio, value $2,461,321.

    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 23,645 shares
    Change vs previous 13F -2,179 shares

    0.03% of the 13F portfolio, value $2,518,148.

    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 25,824 shares
    Change vs previous 13F -10,406 shares

    0.03% of the 13F portfolio, value $2,755,472.

    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 36,230 shares
    Change vs previous 13F +2,875 shares

    0.06% of the 13F portfolio, value $3,848,317.

    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 33,355 shares
    Change vs previous 13F -1,925 shares

    0.06% of the 13F portfolio, value $3,563,021.

    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 35,280 shares
    Change vs previous 13F -1,614 shares

    0.07% of the 13F portfolio, value $3,725,621.

    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 36,894 shares
    Change vs previous 13F -8,368 shares

    0.07% of the 13F portfolio, value $3,891,564.

    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 45,262 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,806,374.

    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).