NewEdge Wealth, LLC
Holdings in PFBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $897,651 | 9,506 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $767,591 | 8,492 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $603,686 | 6,975 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $512,417 | 6,125 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $448,657 | 5,194 | Shares | Sole | 2025-02-05 |