Position in P
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$72,642,489
New position
Shares Held
921,976
first reported quarter
Ownership
0.277%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#48
of 804 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Derivatives in P
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$72,620,743
PutShares
921,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $143,641,351 across 6 Computer Hardware names. P ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | P |
Everpure, Inc.
This page
|
921,976 | $72,642,489 | |
| 2 | SNDK |
Sandisk Corp
|
13,157 | $29,915,465 | |
| 3 | WDC |
Western Digital Corp
|
22,648 | $14,465,730 | |
| 4 | STX |
Seagate Technology Holdings plc
|
12,536 | $12,097,240 | |
| 5 | ANET |
Arista Networks, Inc.
|
43,949 | $7,466,056 | |
| 6 | DELL |
Dell Technologies Inc.
|
16,350 | $7,054,371 |
All Filings in P
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,620,743 | 921,700 | Put | Sole | 2026-08-10 | |
| 2026-06-30 | $72,642,489 | 921,976 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||