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Disclosery

NewEdge Wealth, LLC: TDY position timeline

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

NewEdge Wealth, LLC held 7,133 TDY 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 7,133 shares
    Change vs previous 13F -1,498 shares

    0.05% of the 13F portfolio, value $4,756,998.

    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 8,631 shares
    Change vs previous 13F -1,892 shares

    0.06% of the 13F portfolio, value $5,221,841.

    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 10,523 shares
    Change vs previous 13F +285 shares

    0.06% of the 13F portfolio, value $5,374,412.

    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 10,238 shares
    Change vs previous 13F -151 shares

    0.08% of the 13F portfolio, value $5,248,920.

    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 10,389 shares
    Change vs previous 13F +1,472 shares

    0.09% of the 13F portfolio, value $5,715,504.

    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 8,917 shares
    Change vs previous 13F -276 shares

    0.08% of the 13F portfolio, value $4,438,080.

    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 9,193 shares
    Change vs previous 13F +391 shares

    0.07% of the 13F portfolio, value $4,266,747.

    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 8,802 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,852,283.

    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).