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Disclosery

NewEdge Wealth, LLC: XNEAX position timeline

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

NewEdge Wealth, LLC held 124,545 XNEAX 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 124,545 shares
    Change vs previous 13F +865 shares

    0.01% of the 13F portfolio, value $1,462,158.

    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 123,680 shares
    Change vs previous 13F +1,280 shares

    0.02% of the 13F portfolio, value $1,388,926.

    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 122,400 shares
    Change vs previous 13F +21,100 shares

    0.02% of the 13F portfolio, value $1,423,512.

    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 101,300 shares
    Change vs previous 13F +8,000 shares

    0.02% of the 13F portfolio, value $1,178,119.

    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 93,300 shares
    Change vs previous 13F -61,870 shares

    0.02% of the 13F portfolio, value $1,023,501.

    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 155,170 shares
    Change vs previous 13F +45,920 shares

    0.03% of the 13F portfolio, value $1,737,904.

    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 109,250 shares
    Change vs previous 13F +47,200 shares

    0.02% of the 13F portfolio, value $1,232,340.

    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 62,050 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $742,739.

    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).