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Disclosery

NewEdge Wealth, LLC: VLO position timeline

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

NewEdge Wealth, LLC held 8,609 VLO 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 8,609 shares
    Change vs previous 13F -558 shares

    0.02% of the 13F portfolio, value $2,242,215.

    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 9,167 shares
    Change vs previous 13F -4,597 shares

    0.03% of the 13F portfolio, value $2,265,065.

    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 13,764 shares
    Change vs previous 13F +2,585 shares

    0.03% of the 13F portfolio, value $2,240,657.

    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 11,179 shares
    Change vs previous 13F +1,589 shares

    0.03% of the 13F portfolio, value $1,901,995.

    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 9,590 shares
    Change vs previous 13F +7,552 shares

    0.02% of the 13F portfolio, value $1,271,553.

    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 2,038 shares
    Change vs previous 13F -219 shares

    <0.01% of the 13F portfolio, value $269,191.

    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 2,257 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $276,640.

    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 2,657 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $358,728.

    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).