NewEdge Wealth, LLC
CIK
0001861796
City
Pittsburgh
State / Country
PA
Holdings in BBVA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $14,550,638 | 624,223 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $11,278,998 | 585,922 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $8,359,835 | 543,906 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $6,816,891 | 500,506 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $4,630,685 | 476,408 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $5,107,125 | 471,137 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $4,361,575 | 434,853 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $4,871,260 | 411,424 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $3,310,446 | 363,386 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $2,392,274 | 297,177 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,658,411 | 215,939 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $922,379 | 130,834 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $74,073 | 12,325 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $51,962 | 11,677 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $144,079 | 31,876 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $133,333 | 23,433 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $142,435 | 24,265 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $164,275 | 24,928 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $135,241 | 21,778 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $97,347 | 18,649 | Shares | Sole | 2021-05-13 |