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Disclosery

NewEdge Wealth, LLC: UFPI position timeline

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

NewEdge Wealth, LLC held 21,149 UFPI 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 21,149 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $1,919,074.

    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 21,147 shares
    Change vs previous 13F +2,461 shares

    0.02% of the 13F portfolio, value $1,948,063.

    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 18,686 shares
    Change vs previous 13F -5,622 shares

    0.02% of the 13F portfolio, value $1,701,350.

    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 24,308 shares
    Change vs previous 13F -523 shares

    0.03% of the 13F portfolio, value $2,225,862.

    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 24,831 shares
    Change vs previous 13F -1,883 shares

    0.04% of the 13F portfolio, value $2,472,885.

    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 26,714 shares
    Change vs previous 13F +2,686 shares

    0.05% of the 13F portfolio, value $2,859,418.

    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 24,028 shares
    Change vs previous 13F -4,268 shares

    0.05% of the 13F portfolio, value $2,706,804.

    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 28,296 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,712,765.

    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).