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Disclosery

NewEdge Wealth, LLC: TFC position timeline

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

NewEdge Wealth, LLC held 29,153 TFC 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 29,153 shares
    Change vs previous 13F -2,467 shares

    0.01% of the 13F portfolio, value $1,452,422.

    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 31,620 shares
    Change vs previous 13F -4,255 shares

    0.02% of the 13F portfolio, value $1,453,580.

    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 35,875 shares
    Change vs previous 13F +10,883 shares

    0.02% of the 13F portfolio, value $1,765,411.

    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 24,992 shares
    Change vs previous 13F +11,103 shares

    0.02% of the 13F portfolio, value $1,101,131.

    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 13,889 shares
    Change vs previous 13F -5,282 shares

    0.01% of the 13F portfolio, value $595,147.

    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 19,171 shares
    Change vs previous 13F -2,692 shares

    0.01% of the 13F portfolio, value $788,884.

    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 21,863 shares
    Change vs previous 13F +2,893 shares

    0.02% of the 13F portfolio, value $948,423.

    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 18,970 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $811,333.

    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).