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Disclosery

NewEdge Wealth, LLC: WEC position timeline

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

NewEdge Wealth, LLC held 14,571 WEC 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 14,571 shares
    Change vs previous 13F +3,454 shares

    0.02% of the 13F portfolio, value $1,701,454.

    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 11,117 shares
    Change vs previous 13F -1,356 shares

    0.02% of the 13F portfolio, value $1,287,019.

    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 12,473 shares
    Change vs previous 13F +1,870 shares

    0.01% of the 13F portfolio, value $1,315,365.

    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 10,603 shares
    Change vs previous 13F +2,048 shares

    0.02% of the 13F portfolio, value $1,185,901.

    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 8,555 shares
    Change vs previous 13F +953 shares

    0.01% of the 13F portfolio, value $947,033.

    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 7,602 shares
    Change vs previous 13F -337 shares

    0.02% of the 13F portfolio, value $828,499.

    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 7,939 shares
    Change vs previous 13F +660 shares

    0.01% of the 13F portfolio, value $746,561.

    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 7,279 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $700,117.

    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).