NewEdge Wealth, LLC: VT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Wealth, LLC on VT, newest first. How the timeline and the estimate are built.
NewEdge Wealth, LLC held 101,566 VT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 101,566 sharesChange vs previous 13F +5,656 shares
0.16% of the 13F portfolio, value $15,940,726.
13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 95,910 sharesChange vs previous 13F +5,914 shares
0.16% of the 13F portfolio, value $13,266,261.
13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 89,996 sharesChange vs previous 13F -6,619 shares
0.14% of the 13F portfolio, value $12,694,812.
13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 96,615 sharesChange vs previous 13F -3,555 shares
0.19% of the 13F portfolio, value $13,501,929.
13F-HR 0001580642-25-007152 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 100,170 sharesChange vs previous 13F -939 shares
0.21% of the 13F portfolio, value $13,126,281.
13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 101,109 sharesChange vs previous 13F -77,356 shares
0.21% of the 13F portfolio, value $11,723,638.
13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 178,465 sharesChange vs previous 13F +22,057 shares
0.36% of the 13F portfolio, value $20,966,122.
13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 156,408 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $18,721,988.
13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).