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Disclosery

NewEdge Wealth, LLC: USFR position timeline

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

NewEdge Wealth, LLC held 11,099,477 USFR 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 11,099,477 shares
    Change vs previous 13F +3,467,101 shares

    5.64% of the 13F portfolio, value $558,858,681.

    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 7,632,376 shares
    Change vs previous 13F -698,026 shares

    4.59% of the 13F portfolio, value $384,213,820.

    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 8,330,402 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $419,185,824.

    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).