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Disclosery

NewEdge Wealth, LLC: VUSB position timeline

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

NewEdge Wealth, LLC held 26,923 VUSB 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 26,923 shares
    Change vs previous 13F -4,800 shares

    0.01% of the 13F portfolio, value $1,340,227.

    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 31,723 shares
    Change vs previous 13F -19,476 shares

    0.02% of the 13F portfolio, value $1,579,330.

    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 51,199 shares
    Change vs previous 13F -48,526 shares

    0.03% of the 13F portfolio, value $2,551,734.

    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 99,725 shares
    Change vs previous 13F +6,701 shares

    0.07% of the 13F portfolio, value $4,966,328.

    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 93,024 shares
    Change vs previous 13F -72,305 shares

    0.07% of the 13F portfolio, value $4,629,804.

    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 165,329 shares
    Change vs previous 13F -150,791 shares

    0.15% of the 13F portfolio, value $8,242,477.

    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 316,120 shares
    Change vs previous 13F -36,186 shares

    0.27% of the 13F portfolio, value $15,685,874.

    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 352,306 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $17,594,162.

    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).