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Disclosery

NewEdge Wealth, LLC: XLU position timeline

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

NewEdge Wealth, LLC held 36,760 XLU 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 36,760 shares
    Change vs previous 13F +3,136 shares

    0.02% of the 13F portfolio, value $1,666,718.

    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 33,624 shares
    Change vs previous 13F +5,047 shares

    0.02% of the 13F portfolio, value $1,543,026.

    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 28,577 shares
    Change vs previous 13F +14,284 shares

    0.01% of the 13F portfolio, value $1,219,965.

    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 14,293 shares
    Change vs previous 13F +470 shares

    0.02% of the 13F portfolio, value $1,269,923.

    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 13,823 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $1,196,398.

    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 13,727 shares
    Change vs previous 13F +3,521 shares

    0.02% of the 13F portfolio, value $1,082,382.

    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 10,206 shares
    Change vs previous 13F +1,041 shares

    0.01% of the 13F portfolio, value $772,493.

    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 9,165 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $740,325.

    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).