Skip to content
Disclosery

NewEdge Wealth, LLC: WPM position timeline

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

NewEdge Wealth, LLC held 59,771 WPM 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 59,771 shares
    Change vs previous 13F -32 shares

    0.07% of the 13F portfolio, value $6,713,479.

    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 59,803 shares
    Change vs previous 13F +1,679 shares

    0.09% of the 13F portfolio, value $7,834,791.

    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 58,124 shares
    Change vs previous 13F -159 shares

    0.08% of the 13F portfolio, value $6,830,732.

    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 58,283 shares
    Change vs previous 13F -1,874 shares

    0.08% of the 13F portfolio, value $5,624,310.

    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 60,157 shares
    Change vs previous 13F -357 shares

    0.09% of the 13F portfolio, value $6,003,067.

    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 60,514 shares
    Change vs previous 13F -63 shares

    0.09% of the 13F portfolio, value $4,697,702.

    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 60,577 shares
    Change vs previous 13F -166 shares

    0.06% of the 13F portfolio, value $3,406,850.

    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 60,743 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,710,182.

    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).