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Disclosery

NewEdge Wealth, LLC: V position timeline

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

NewEdge Wealth, LLC held 241,478 V 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 241,478 shares
    Change vs previous 13F +6,385 shares

    0.84% of the 13F portfolio, value $82,848,637.

    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 235,093 shares
    Change vs previous 13F +17,297 shares

    0.85% of the 13F portfolio, value $71,054,547.

    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 217,796 shares
    Change vs previous 13F +39,545 shares

    0.86% of the 13F portfolio, value $76,383,290.

    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 178,251 shares
    Change vs previous 13F +620 shares

    0.87% of the 13F portfolio, value $60,612,309.

    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 177,631 shares
    Change vs previous 13F +8,291 shares

    0.92% of the 13F portfolio, value $58,989,601.

    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 169,340 shares
    Change vs previous 13F -1,376 shares

    1.07% of the 13F portfolio, value $59,346,867.

    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 170,716 shares
    Change vs previous 13F +8,101 shares

    0.94% of the 13F portfolio, value $53,953,063.

    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 162,615 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $44,710,945.

    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).