NewEdge Wealth, LLC
CIK
0001861796
City
Pittsburgh
State / Country
PA
Holdings in ARDC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,244,987 | 243,984 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $3,049,165 | 216,714 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $1,888,771 | 132,825 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,714,280 | 121,408 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,606,313 | 106,308 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $1,359,278 | 88,958 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,344,894 | 90,322 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $1,285,282 | 90,322 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $1,155,921 | 84,067 | Shares | Sole | 2024-01-29 |