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Disclosery

NewEdge Wealth, LLC: TBIL position timeline

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

NewEdge Wealth, LLC held 11,998 TBIL 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 11,998 shares
    Change vs previous 13F -260 shares

    0.01% of the 13F portfolio, value $598,220.

    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 12,258 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $611,184.

    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 12,278 shares
    Change vs previous 13F -3,690 shares

    0.01% of the 13F portfolio, value $612,427.

    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 15,968 shares
    Change vs previous 13F -1,171 shares

    0.01% of the 13F portfolio, value $796,484.

    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 17,139 shares
    Change vs previous 13F -3,862 shares

    0.01% of the 13F portfolio, value $854,740.

    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 21,001 shares
    Change vs previous 13F -5,483 shares

    0.02% of the 13F portfolio, value $1,050,283.

    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 26,484 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,320,492.

    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 26,484 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,325,259.

    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).