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Disclosery

NewEdge Wealth, LLC: WPC position timeline

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

NewEdge Wealth, LLC held 19,618 WPC 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 19,618 shares
    Change vs previous 13F +824 shares

    0.01% of the 13F portfolio, value $1,402,680.

    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 18,794 shares
    Change vs previous 13F +3,182 shares

    0.02% of the 13F portfolio, value $1,277,225.

    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 15,612 shares
    Change vs previous 13F +1,642 shares

    0.01% of the 13F portfolio, value $1,004,800.

    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 13,970 shares
    Change vs previous 13F +9,011 shares

    0.01% of the 13F portfolio, value $928,878.

    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 4,959 shares
    Change vs previous 13F -880 shares

    0.01% of the 13F portfolio, value $326,197.

    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 5,839 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $368,496.

    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 5,808 shares
    Change vs previous 13F -1,035 shares

    0.01% of the 13F portfolio, value $316,403.

    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 6,843 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $426,332.

    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).