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Disclosery

NewEdge Wealth, LLC: WHF position timeline

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

NewEdge Wealth, LLC held 17,408 WHF 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 17,408 shares
    Change vs previous 13F +597 shares

    <0.01% of the 13F portfolio, value $116,632.

    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 16,811 shares
    Change vs previous 13F +581 shares

    <0.01% of the 13F portfolio, value $124,404.

    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 16,230 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $112,799.

    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 16,157 shares
    Change vs previous 13F +865 shares

    <0.01% of the 13F portfolio, value $118,755.

    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 15,292 shares
    Change vs previous 13F +1,215 shares

    <0.01% of the 13F portfolio, value $130,285.

    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 14,077 shares
    Change vs previous 13F +526 shares

    <0.01% of the 13F portfolio, value $135,842.

    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 13,551 shares
    Change vs previous 13F +728 shares

    <0.01% of the 13F portfolio, value $131,171.

    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 12,823 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $148,365.

    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).