Skip to content
Disclosery

NewEdge Wealth, LLC: SW position timeline

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

NewEdge Wealth, LLC held 20,941 SW 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 20,941 shares
    Change vs previous 13F +188 shares

    0.01% of the 13F portfolio, value $968,748.

    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 20,753 shares
    Change vs previous 13F -1,466 shares

    0.01% of the 13F portfolio, value $827,007.

    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 22,219 shares
    Change vs previous 13F +4,157 shares

    0.01% of the 13F portfolio, value $859,209.

    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 18,062 shares
    Change vs previous 13F +11,818 shares

    0.01% of the 13F portfolio, value $651,147.

    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 6,244 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,501.

    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).