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Disclosery

NewEdge Wealth, LLC: ZWS position timeline

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

NewEdge Wealth, LLC held 86,222 ZWS 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 86,222 shares
    Change vs previous 13F -18,601 shares

    0.04% of the 13F portfolio, value $4,356,801.

    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 104,823 shares
    Change vs previous 13F -18,467 shares

    0.06% of the 13F portfolio, value $4,700,242.

    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 123,290 shares
    Change vs previous 13F -6,435 shares

    0.06% of the 13F portfolio, value $5,731,752.

    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 129,725 shares
    Change vs previous 13F -2,559 shares

    0.09% of the 13F portfolio, value $6,244,962.

    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 132,284 shares
    Change vs previous 13F -1,403 shares

    0.09% of the 13F portfolio, value $5,893,252.

    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 133,687 shares
    Change vs previous 13F +694 shares

    0.08% of the 13F portfolio, value $4,408,997.

    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 132,993 shares
    Change vs previous 13F +5,126 shares

    0.09% of the 13F portfolio, value $4,960,639.

    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 127,867 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,595,540.

    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).