NewEdge Wealth, LLC
Holdings in NWG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,659,640 | 323,408 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $4,356,487 | 307,879 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $3,851,813 | 272,213 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,115,342 | 93,569 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $938,985 | 92,329 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $848,933 | 90,698 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $727,542 | 90,603 | Shares | Sole | 2024-08-02 |