NewEdge Wealth LLC — 13F Briefs

One brief for each quarterly Form 13F the fund filed with the SEC, newest first.

Quarter Quarter ended Filed Reported positions
Q2 2026 13F Brief Jun 30, 2026 Aug 10, 2026 1215
Q1 2026 13F Brief Mar 31, 2026 May 13, 2026 1109
Q4 2025 13F Brief Dec 31, 2025 Feb 3, 2026 1179
Q3 2025 13F Brief Sep 30, 2025 Nov 7, 2025 1017
Q2 2025 13F Brief Jun 30, 2025 Aug 11, 2025 960
Q1 2025 13F Brief Mar 31, 2025 May 9, 2025 930
Q4 2024 13F Brief Dec 31, 2024 Feb 5, 2025 916
Q3 2024 13F Brief Sep 30, 2024 Nov 12, 2024 870
Q2 2024 13F Brief Jun 30, 2024 Aug 2, 2024 758
Q1 2024 13F Brief Mar 31, 2024 May 6, 2024 800
Q4 2023 13F Brief Dec 31, 2023 Jan 29, 2024 735
Q3 2023 13F Brief Sep 30, 2023 Nov 8, 2023 646
Q2 2023 13F Brief Jun 30, 2023 Aug 9, 2023 632
Q1 2023 13F Brief Mar 31, 2023 May 8, 2023 607
Q4 2022 13F Brief Dec 31, 2022 Feb 14, 2023 542
Q3 2022 13F Brief Sep 30, 2022 Nov 14, 2022 517
Q2 2022 13F Brief Jun 30, 2022 Aug 9, 2022 551
Q1 2022 13F Brief Mar 31, 2022 May 10, 2022 414
Q4 2021 13F Brief Dec 31, 2021 Jan 31, 2022 394
Q3 2021 13F Brief Sep 30, 2021 Nov 12, 2021 283
Q2 2021 13F Brief Sign in Jun 30, 2021 Aug 11, 2021 275
Q1 2021 13F Brief Sign in Mar 31, 2021 May 13, 2021 291
Q4 2020 13F Brief Sign in Dec 31, 2020 May 13, 2021 142

Holdings are as of each quarter-end; funds file up to 45 days later. How this brief is compiled

FilingExplorer is not affiliated with, sponsored by, or endorsed by NewEdge Wealth LLC. Data is compiled from public SEC filings.