NewEdge Wealth, LLC: WST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Wealth, LLC on WST, newest first. How the timeline and the estimate are built.
NewEdge Wealth, LLC held 963 WST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 963 sharesChange vs previous 13F -116 shares
<0.01% of the 13F portfolio, value $345,717.
13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,079 sharesChange vs previous 13F -648 shares
<0.01% of the 13F portfolio, value $270,441.
13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,727 sharesChange vs previous 13F +553 shares
0.01% of the 13F portfolio, value $475,168.
13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,174 sharesChange vs previous 13F +40 shares
<0.01% of the 13F portfolio, value $332,876.
13F-HR 0001580642-25-007152 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,134 sharesChange vs previous 13F -401 shares
<0.01% of the 13F portfolio, value $272,772.
13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,535 sharesChange vs previous 13F -206 shares
0.01% of the 13F portfolio, value $343,656.
13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,741 sharesChange vs previous 13F +65 shares
0.01% of the 13F portfolio, value $570,282.
13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,676 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $503,068.
13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).