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Disclosery

NewEdge Wealth, LLC: XMHQ position timeline

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

NewEdge Wealth, LLC held 72,224 XMHQ 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 72,224 shares
    Change vs previous 13F -4,670 shares

    0.08% of the 13F portfolio, value $8,152,605.

    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 76,894 shares
    Change vs previous 13F -2,676 shares

    0.09% of the 13F portfolio, value $7,948,509.

    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 79,570 shares
    Change vs previous 13F -4,039 shares

    0.09% of the 13F portfolio, value $8,149,589.

    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 83,609 shares
    Change vs previous 13F -11,795 shares

    0.12% of the 13F portfolio, value $8,600,861.

    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 95,404 shares
    Change vs previous 13F -5,271 shares

    0.15% of the 13F portfolio, value $9,582,377.

    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 100,675 shares
    Change vs previous 13F +11,269 shares

    0.17% of the 13F portfolio, value $9,214,767.

    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 89,406 shares
    Change vs previous 13F +83,218 shares

    0.15% of the 13F portfolio, value $8,803,836.

    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 6,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $634,765.

    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).