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Disclosery

NewEdge Wealth, LLC: VRSK position timeline

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

NewEdge Wealth, LLC held 1,300 VRSK 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 1,300 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $233,319.

    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 1,213 shares
    Change vs previous 13F -2,479 shares

    <0.01% of the 13F portfolio, value $230,112.

    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 3,692 shares
    Change vs previous 13F -90,599 shares

    0.01% of the 13F portfolio, value $825,969.

    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 94,291 shares
    Change vs previous 13F +1,637 shares

    0.29% of the 13F portfolio, value $20,182,960.

    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 92,654 shares
    Change vs previous 13F +2,586 shares

    0.38% of the 13F portfolio, value $24,508,776.

    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 90,068 shares
    Change vs previous 13F +866 shares

    0.49% of the 13F portfolio, value $26,806,002.

    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 89,202 shares
    Change vs previous 13F +4,166 shares

    0.43% of the 13F portfolio, value $24,568,983.

    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 85,036 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $22,786,157.

    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).