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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

  1. period ended2026-06-30
    13F 101,566 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 95,910 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 89,996 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 96,615 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 100,170 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 101,109 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 178,465 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 156,408 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).