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Disclosery

NewEdge Wealth, LLC: TIC position timeline

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

NewEdge Wealth, LLC held 992,629 TIC 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 992,629 shares
    Change vs previous 13F -46,924 shares

    0.08% of the 13F portfolio, value $8,030,369.

    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 1,039,553 shares
    Change vs previous 13F -357,565 shares

    0.08% of the 13F portfolio, value $6,840,259.

    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 1,397,118 shares
    Change vs previous 13F -221,198 shares

    0.16% of the 13F portfolio, value $14,124,863.

    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 1,618,316 shares
    Change vs previous 13F -593,709 shares

    0.28% of the 13F portfolio, value $19,193,228.

    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 2,212,025 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $21,478,763.

    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).