Skip to content
Disclosery

NewEdge Wealth, LLC: VFH position timeline

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

NewEdge Wealth, LLC held 3,562 VFH 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 3,562 shares
    Change vs previous 13F -292 shares

    <0.01% of the 13F portfolio, value $468,720.

    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 3,854 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $465,606.

    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 3,660 shares
    Change vs previous 13F -73 shares

    0.01% of the 13F portfolio, value $488,535.

    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 3,733 shares
    Change vs previous 13F +1,124 shares

    0.01% of the 13F portfolio, value $478,447.

    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 2,609 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $327,518.

    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 2,837 shares
    Change vs previous 13F +105 shares

    0.01% of the 13F portfolio, value $338,995.

    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 2,732 shares
    Change vs previous 13F -6,471 shares

    0.01% of the 13F portfolio, value $322,602.

    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 9,203 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,011,502.

    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).