NewEdge Wealth, LLC
CIK
0001861796
City
Pittsburgh
State / Country
PA
Holdings in BSTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $380,209 | 16,816 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $372,642 | 16,816 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $1,109,481 | 53,469 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,750,033 | 98,649 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,174,405 | 104,993 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $1,958,265 | 101,993 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $795,066 | 39,933 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $803,800 | 41,433 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $995,849 | 59,596 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $1,028,379 | 62,326 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $976,454 | 53,918 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $862,450 | 46,145 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $540,784 | 34,577 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $413,640 | 23,449 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $395,267 | 20,177 | Shares | Sole | 2022-08-09 |