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Disclosery

NewEdge Wealth, LLC: VOT position timeline

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

NewEdge Wealth, LLC held 41,693 VOT 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 41,693 shares
    Change vs previous 13F +54 shares

    0.13% of the 13F portfolio, value $12,770,630.

    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 41,639 shares
    Change vs previous 13F +5,539 shares

    0.13% of the 13F portfolio, value $10,715,799.

    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 36,100 shares
    Change vs previous 13F -2,652 shares

    0.11% of the 13F portfolio, value $10,076,986.

    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 38,752 shares
    Change vs previous 13F +5,687 shares

    0.16% of the 13F portfolio, value $11,129,709.

    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 33,065 shares
    Change vs previous 13F +515 shares

    0.15% of the 13F portfolio, value $9,519,875.

    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 32,550 shares
    Change vs previous 13F -1,150 shares

    0.14% of the 13F portfolio, value $7,963,061.

    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 33,700 shares
    Change vs previous 13F -1,116 shares

    0.15% of the 13F portfolio, value $8,551,444.

    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 34,816 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $8,476,604.

    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).