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Disclosery

NewEdge Wealth, LLC: VB position timeline

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

NewEdge Wealth, LLC held 117,108 VB 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 117,108 shares
    Change vs previous 13F -1,125 shares

    0.36% of the 13F portfolio, value $35,497,879.

    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 118,233 shares
    Change vs previous 13F -6,353 shares

    0.37% of the 13F portfolio, value $30,967,634.

    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 124,586 shares
    Change vs previous 13F +7,662 shares

    0.36% of the 13F portfolio, value $32,136,848.

    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 116,924 shares
    Change vs previous 13F -880 shares

    0.43% of the 13F portfolio, value $29,684,659.

    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 117,804 shares
    Change vs previous 13F -2,522 shares

    0.44% of the 13F portfolio, value $28,311,928.

    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 120,326 shares
    Change vs previous 13F -16,996 shares

    0.48% of the 13F portfolio, value $26,682,384.

    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 137,322 shares
    Change vs previous 13F -3,084 shares

    0.57% of the 13F portfolio, value $32,995,839.

    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 140,406 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $33,305,794.

    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).