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Disclosery

NewEdge Wealth, LLC: XLY position timeline

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

NewEdge Wealth, LLC held 14,047 XLY 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 14,047 shares
    Change vs previous 13F -3,002 shares

    0.02% of the 13F portfolio, value $1,647,487.

    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 17,049 shares
    Change vs previous 13F +724 shares

    0.02% of the 13F portfolio, value $1,857,979.

    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 16,325 shares
    Change vs previous 13F +8,673 shares

    0.02% of the 13F portfolio, value $1,949,365.

    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 7,652 shares
    Change vs previous 13F +35 shares

    0.03% of the 13F portfolio, value $1,844,573.

    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 7,617 shares
    Change vs previous 13F +213 shares

    0.03% of the 13F portfolio, value $1,701,542.

    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 7,404 shares
    Change vs previous 13F -116 shares

    0.03% of the 13F portfolio, value $1,462,014.

    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 7,520 shares
    Change vs previous 13F -2,401 shares

    0.03% of the 13F portfolio, value $1,687,042.

    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 9,921 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,987,794.

    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).