Skip to content
Disclosery

NewEdge Wealth, LLC: WCN position timeline

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

NewEdge Wealth, LLC held 7,503 WCN 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 7,503 shares
    Change vs previous 13F +1,804 shares

    0.01% of the 13F portfolio, value $1,250,660.

    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 5,699 shares
    Change vs previous 13F +1,615 shares

    0.01% of the 13F portfolio, value $925,592.

    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 4,084 shares
    Change vs previous 13F +1,328 shares

    0.01% of the 13F portfolio, value $716,154.

    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 2,756 shares
    Change vs previous 13F +678 shares

    0.01% of the 13F portfolio, value $457,375.

    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 2,078 shares
    Change vs previous 13F +710 shares

    0.01% of the 13F portfolio, value $390,797.

    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 1,368 shares
    Change vs previous 13F -56 shares

    <0.01% of the 13F portfolio, value $266,942.

    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 1,424 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $244,349.

    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 1,407 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $251,616.

    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).