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Disclosery

NewEdge Wealth, LLC: VCSH position timeline

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

NewEdge Wealth, LLC held 155,452 VCSH 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 155,452 shares
    Change vs previous 13F +5,735 shares

    0.12% of the 13F portfolio, value $12,285,354.

    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 149,717 shares
    Change vs previous 13F +5,145 shares

    0.14% of the 13F portfolio, value $11,868,077.

    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 144,572 shares
    Change vs previous 13F -20,804 shares

    0.13% of the 13F portfolio, value $11,526,708.

    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 165,376 shares
    Change vs previous 13F -2,720 shares

    0.19% of the 13F portfolio, value $13,150,718.

    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 168,096 shares
    Change vs previous 13F -132,363 shares

    0.21% of the 13F portfolio, value $13,356,923.

    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 300,459 shares
    Change vs previous 13F -64,218 shares

    0.43% of the 13F portfolio, value $23,718,226.

    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 364,677 shares
    Change vs previous 13F -198,032 shares

    0.49% of the 13F portfolio, value $28,448,476.

    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 562,709 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $44,690,325.

    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).