Position in RBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,112,548
+$971,802 QoQ
Shares Held
7,938
+4.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#205
of 684 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RBC Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $10,749,978 across 5 Tools & Accessories names. RBC ranks #1 (47.6% of the industry book) .
All Filings in RBC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,112,548 | 7,938 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,140,746 | 7,624 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,143,493 | 9,240 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,758,882 | 9,631 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,560,264 | 11,851 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,955,457 | 9,185 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,886,401 | 9,649 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,380,598 | 11,292 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,623,070 | 9,723 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,632,397 | 9,737 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,764,857 | 9,705 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,294,005 | 9,798 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,127,509 | 9,783 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,286,106 | 9,823 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,259,723 | 10,794 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,238,737 | 10,773 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,003,378 | 10,832 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,425,018 | 7,350 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $1,543,330 | 7,273 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,432,234 | 7,182 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,259,328 | 6,400 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $593,338 | 3,314 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||