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Disclosery

NewEdge Wealth, LLC: WDC position timeline

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

NewEdge Wealth, LLC held 22,648 WDC 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 22,648 shares
    Change vs previous 13F -812 shares

    0.15% of the 13F portfolio, value $14,465,861.

    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 23,460 shares
    Change vs previous 13F -7,937 shares

    0.08% of the 13F portfolio, value $6,345,642.

    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 31,397 shares
    Change vs previous 13F +16,526 shares

    0.06% of the 13F portfolio, value $5,408,843.

    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 14,871 shares
    Change vs previous 13F -1,110 shares

    0.03% of the 13F portfolio, value $2,380,903.

    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 15,981 shares
    Change vs previous 13F +3,243 shares

    0.02% of the 13F portfolio, value $1,189,626.

    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 12,738 shares
    Change vs previous 13F -19,726 shares

    0.01% of the 13F portfolio, value $515,014.

    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 32,464 shares
    Change vs previous 13F +5,191 shares

    0.03% of the 13F portfolio, value $1,935,828.

    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 27,273 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,862,473.

    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).