Skip to content
Disclosery

NewEdge Wealth, LLC: WCMI position timeline

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

NewEdge Wealth, LLC held 845,808 WCMI 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 845,808 shares
    Change vs previous 13F -74,519 shares

    0.17% of the 13F portfolio, value $16,552,468.

    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 920,327 shares
    Change vs previous 13F -41,173 shares

    0.18% of the 13F portfolio, value $15,433,885.

    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 961,500 shares
    Change vs previous 13F -27,422 shares

    0.18% of the 13F portfolio, value $16,355,118.

    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 988,922 shares
    Change vs previous 13F +453,594 shares

    0.24% of the 13F portfolio, value $16,554,556.

    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 535,328 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,345,758.

    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).