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Disclosery

NewEdge Wealth, LLC: VBR position timeline

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

NewEdge Wealth, LLC held 16,668 VBR 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 16,668 shares
    Change vs previous 13F +155 shares

    0.04% of the 13F portfolio, value $4,050,080.

    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 16,513 shares
    Change vs previous 13F -96 shares

    0.04% of the 13F portfolio, value $3,587,472.

    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 16,609 shares
    Change vs previous 13F +414 shares

    0.04% of the 13F portfolio, value $3,517,587.

    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 16,195 shares
    Change vs previous 13F -60 shares

    0.05% of the 13F portfolio, value $3,343,358.

    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 16,255 shares
    Change vs previous 13F +6,647 shares

    0.05% of the 13F portfolio, value $3,217,689.

    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 9,608 shares
    Change vs previous 13F -555 shares

    0.03% of the 13F portfolio, value $1,789,874.

    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 10,163 shares
    Change vs previous 13F +4,026 shares

    0.03% of the 13F portfolio, value $2,014,103.

    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 6,137 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,232,147.

    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).