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Disclosery

NewEdge Wealth, LLC: YOU position timeline

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

NewEdge Wealth, LLC held 51,324 YOU 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 51,324 shares
    Change vs previous 13F +13,299 shares

    0.03% of the 13F portfolio, value $2,860,311.

    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 38,025 shares
    Change vs previous 13F +13,041 shares

    0.02% of the 13F portfolio, value $1,840,804.

    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 24,984 shares
    Change vs previous 13F +4,012 shares

    0.01% of the 13F portfolio, value $876,426.

    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 20,972 shares
    Change vs previous 13F +4,130 shares

    0.01% of the 13F portfolio, value $666,696.

    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 16,842 shares
    Change vs previous 13F +1,325 shares

    0.01% of the 13F portfolio, value $537,775.

    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 15,517 shares
    Change vs previous 13F -14,362 shares

    0.01% of the 13F portfolio, value $402,050.

    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 29,879 shares
    Change vs previous 13F +22,732 shares

    0.01% of the 13F portfolio, value $795,987.

    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 7,147 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,850.

    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).