NewEdge Wealth, LLC: XLB position timeline

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

NewEdge Wealth, LLC held 6,016 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 6,016 shares
Change vs previous 13F +6,016 shares
<0.01% of the 13F portfolio, value $305,803.
13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -2,633 shares
13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 2,633 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $253,789.
13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).