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Disclosery

NewEdge Wealth, LLC: VOO position timeline

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

NewEdge Wealth, LLC held 209,049 VOO 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 209,049 shares
    Change vs previous 13F +10,617 shares

    1.45% of the 13F portfolio, value $143,576,889.

    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 198,432 shares
    Change vs previous 13F -18,654 shares

    1.42% of the 13F portfolio, value $118,572,891.

    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 217,086 shares
    Change vs previous 13F +163,272 shares

    1.54% of the 13F portfolio, value $136,141,021.

    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 53,814 shares
    Change vs previous 13F +8,364 shares

    0.48% of the 13F portfolio, value $33,518,515.

    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 45,450 shares
    Change vs previous 13F -1,362 shares

    0.41% of the 13F portfolio, value $26,419,854.

    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 46,812 shares
    Change vs previous 13F +14,519 shares

    0.44% of the 13F portfolio, value $24,057,236.

    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 32,293 shares
    Change vs previous 13F +1,093 shares

    0.3% of the 13F portfolio, value $17,399,804.

    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 31,200 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $16,463,117.

    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).