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Disclosery

NewEdge Wealth, LLC: XLF position timeline

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

NewEdge Wealth, LLC held 64,354 XLF 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 64,354 shares
    Change vs previous 13F +8,549 shares

    0.03% of the 13F portfolio, value $3,449,999.

    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 55,805 shares
    Change vs previous 13F +7,514 shares

    0.03% of the 13F portfolio, value $2,755,115.

    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 48,291 shares
    Change vs previous 13F +5,358 shares

    0.03% of the 13F portfolio, value $2,644,907.

    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 42,933 shares
    Change vs previous 13F -1,764 shares

    0.03% of the 13F portfolio, value $2,258,258.

    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 44,697 shares
    Change vs previous 13F +107 shares

    0.04% of the 13F portfolio, value $2,296,073.

    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 44,590 shares
    Change vs previous 13F +16,201 shares

    0.04% of the 13F portfolio, value $2,221,018.

    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 28,389 shares
    Change vs previous 13F +4,156 shares

    0.02% of the 13F portfolio, value $1,372,043.

    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 24,233 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,098,232.

    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).