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Disclosery

NewEdge Wealth, LLC: VO position timeline

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

NewEdge Wealth, LLC held 605,468 VO 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 605,468 shares
    Change vs previous 13F +452,966 shares

    0.49% of the 13F portfolio, value $48,782,594.

    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 152,502 shares
    Change vs previous 13F -355 shares

    0.52% of the 13F portfolio, value $43,795,573.

    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 152,857 shares
    Change vs previous 13F -3,327 shares

    0.5% of the 13F portfolio, value $44,362,260.

    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 156,184 shares
    Change vs previous 13F +2,110 shares

    0.65% of the 13F portfolio, value $45,065,388.

    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 154,074 shares
    Change vs previous 13F +10,080 shares

    0.69% of the 13F portfolio, value $43,812,491.

    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 143,994 shares
    Change vs previous 13F -18,606 shares

    0.67% of the 13F portfolio, value $37,239,676.

    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 162,600 shares
    Change vs previous 13F -4,359 shares

    0.74% of the 13F portfolio, value $42,947,545.

    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 166,959 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $44,048,735.

    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).