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Disclosery

NewEdge Wealth, LLC: WSO position timeline

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

NewEdge Wealth, LLC held 8,143 WSO 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 8,143 shares
    Change vs previous 13F -1,263 shares

    0.03% of the 13F portfolio, value $3,393,429.

    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 9,406 shares
    Change vs previous 13F -1,244 shares

    0.04% of the 13F portfolio, value $3,421,870.

    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 10,650 shares
    Change vs previous 13F -778 shares

    0.04% of the 13F portfolio, value $3,588,511.

    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 11,428 shares
    Change vs previous 13F -279 shares

    0.06% of the 13F portfolio, value $4,089,967.

    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 11,707 shares
    Change vs previous 13F -156 shares

    0.08% of the 13F portfolio, value $4,873,541.

    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 11,863 shares
    Change vs previous 13F +28 shares

    0.11% of the 13F portfolio, value $6,029,948.

    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 11,835 shares
    Change vs previous 13F +367 shares

    0.1% of the 13F portfolio, value $5,608,488.

    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 11,468 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,640,880.

    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).