Skip to content
Disclosery

NewEdge Wealth, LLC: WM position timeline

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

NewEdge Wealth, LLC held 21,397 WM 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 21,397 shares
    Change vs previous 13F -2,816 shares

    0.05% of the 13F portfolio, value $4,768,985.

    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 24,213 shares
    Change vs previous 13F -3,280 shares

    0.07% of the 13F portfolio, value $5,563,994.

    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 27,493 shares
    Change vs previous 13F +3,885 shares

    0.07% of the 13F portfolio, value $6,040,412.

    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 23,608 shares
    Change vs previous 13F +1,601 shares

    0.07% of the 13F portfolio, value $4,734,379.

    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 22,007 shares
    Change vs previous 13F -416 shares

    0.08% of the 13F portfolio, value $5,132,543.

    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 22,423 shares
    Change vs previous 13F -36 shares

    0.09% of the 13F portfolio, value $5,191,144.

    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 22,459 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $4,531,932.

    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 22,446 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,659,886.

    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).