WEALTHEDGE INVESTMENT ADVISORS, LLC
Position in NMFC — New Mountain Finance Corp
CIK 2058455
NEW YORK, NY
Position in NMFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$113,407
+$14,855 QoQ
Shares Held
15,817
+24.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#102
of 144 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NMFC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEALTHEDGE INVESTMENT ADVISORS, LLC holds $1,023,707 across 4 Asset Management names. NMFC ranks #4 (11.1% of the industry book) .
All Filings in NMFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,407 | 15,817 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $98,552 | 12,700 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $188,593 | 20,477 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $927,541 | 96,218 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,475,871 | 139,893 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,686,244 | 152,878 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $607,386 | 53,942 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||