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Disclosery

NewEdge Wealth, LLC: USMV position timeline

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

NewEdge Wealth, LLC held 30,255 USMV 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 30,255 shares
    Change vs previous 13F -3,412 shares

    0.03% of the 13F portfolio, value $2,918,401.

    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 33,667 shares
    Change vs previous 13F +10,617 shares

    0.04% of the 13F portfolio, value $3,122,298.

    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 23,050 shares
    Change vs previous 13F +32 shares

    0.02% of the 13F portfolio, value $2,170,388.

    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 23,018 shares
    Change vs previous 13F +5,875 shares

    0.03% of the 13F portfolio, value $2,139,523.

    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 17,143 shares
    Change vs previous 13F -2,256 shares

    0.02% of the 13F portfolio, value $1,587,270.

    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 19,399 shares
    Change vs previous 13F +2,654 shares

    0.03% of the 13F portfolio, value $1,816,910.

    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 16,745 shares
    Change vs previous 13F +2,927 shares

    0.03% of the 13F portfolio, value $1,486,789.

    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 13,818 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,261,722.

    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).