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Disclosery

NewEdge Wealth, LLC: VLTO position timeline

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

NewEdge Wealth, LLC held 3,638 VLTO 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 3,638 shares
    Change vs previous 13F -2,787 shares

    <0.01% of the 13F portfolio, value $322,574.

    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 6,425 shares
    Change vs previous 13F -4,100 shares

    0.01% of the 13F portfolio, value $568,054.

    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 10,525 shares
    Change vs previous 13F +2,552 shares

    0.01% of the 13F portfolio, value $1,050,162.

    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 7,973 shares
    Change vs previous 13F -490 shares

    0.01% of the 13F portfolio, value $796,612.

    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 8,463 shares
    Change vs previous 13F -773 shares

    0.01% of the 13F portfolio, value $910,057.

    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 9,236 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $899,999.

    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 9,165 shares
    Change vs previous 13F +1,500 shares

    0.02% of the 13F portfolio, value $933,404.

    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 7,665 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $857,407.

    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).