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Disclosery

NewEdge Wealth, LLC: ULS position timeline

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

NewEdge Wealth, LLC held 50,607 ULS 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 50,607 shares
    Change vs previous 13F -977 shares

    0.05% of the 13F portfolio, value $5,154,803.

    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 51,584 shares
    Change vs previous 13F -7,968 shares

    0.05% of the 13F portfolio, value $4,421,226.

    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 59,552 shares
    Change vs previous 13F -3,549 shares

    0.05% of the 13F portfolio, value $4,696,271.

    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 63,101 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,412,804.

    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).