Skip to content
Disclosery

NewEdge Wealth, LLC: WFC position timeline

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

NewEdge Wealth, LLC held 773,121 WFC 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 773,121 shares
    Change vs previous 13F -327,628 shares

    0.64% of the 13F portfolio, value $63,890,707.

    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 1,100,749 shares
    Change vs previous 13F +79,862 shares

    1.05% of the 13F portfolio, value $87,630,598.

    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 1,020,887 shares
    Change vs previous 13F +37,966 shares

    1.08% of the 13F portfolio, value $95,146,687.

    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 982,921 shares
    Change vs previous 13F +28,027 shares

    1.23% of the 13F portfolio, value $85,464,988.

    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 954,894 shares
    Change vs previous 13F +58,467 shares

    1.15% of the 13F portfolio, value $73,574,585.

    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 896,427 shares
    Change vs previous 13F +36,416 shares

    1.17% of the 13F portfolio, value $64,354,523.

    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 860,011 shares
    Change vs previous 13F +44,421 shares

    1.05% of the 13F portfolio, value $60,407,174.

    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 815,590 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $46,072,662.

    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).