Position in REAX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,055
-$7,867 QoQ
Shares Held
11,569
0.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 175 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REAX Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $2,223,505 across 4 Real Estate Services names. REAX ranks #4 (0.9% of the industry book) .
All Filings in REAX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,055 | 115,691 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $28,922 | 115,691 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $42,275 | 115,823 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $48,878 | 116,934 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $52,176 | 115,691 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $46,970 | 115,691 | Shares | Sole | 2025-05-09 | |
| 2024-03-31 | $21,689 | 69,519 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $44,800 | 280,000 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||