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Disclosery

NewEdge Wealth, LLC: VTR position timeline

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

NewEdge Wealth, LLC held 35,056 VTR 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 35,056 shares
    Change vs previous 13F +7,094 shares

    0.03% of the 13F portfolio, value $3,112,954.

    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 27,962 shares
    Change vs previous 13F +14,963 shares

    0.03% of the 13F portfolio, value $2,286,694.

    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 12,999 shares
    Change vs previous 13F +3,354 shares

    0.01% of the 13F portfolio, value $1,005,848.

    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 9,645 shares
    Change vs previous 13F +198 shares

    0.01% of the 13F portfolio, value $723,181.

    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 9,447 shares
    Change vs previous 13F -1,788 shares

    0.01% of the 13F portfolio, value $649,125.

    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 11,235 shares
    Change vs previous 13F -2,788 shares

    0.01% of the 13F portfolio, value $772,513.

    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 14,023 shares
    Change vs previous 13F +4,142 shares

    0.01% of the 13F portfolio, value $825,822.

    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 9,881 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $633,669.

    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).