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NewEdge Wealth, LLCCoreConcentrated trader

CIK: 0001861796 | STAMFORD, CT

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR1241$10.0B2026-08-10SEC ↗
Q1 2026
13F-HR1128$8.4B2026-05-13SEC ↗
Q4 2025
13F-HR1193$8.9B2026-02-03SEC ↗
Q3 2025
13F-HR1020$7.0B2025-11-07SEC ↗
Q2 2025
13F-HR964$6.4B2025-08-11SEC ↗
Q1 2025
13F-HR933$5.5B2025-05-09SEC ↗
Q4 2024
13F-HR918$5.8B2025-02-05SEC ↗
Q3 2024
13F-HR872$5.5B2024-11-12SEC ↗
Q2 2024
13F-HR759$4.6B2024-08-02SEC ↗
Q1 2024
13F-HR808$4.5B2024-05-06SEC ↗
Q4 2023
13F-HR737$3.9B2024-01-29SEC ↗
Q3 2023
13F-HR648$3.2B2023-11-08SEC ↗
Q2 2023
13F-HR634$3.0B2023-08-09SEC ↗
Q1 2023
13F-HR609$2.6B2023-05-08SEC ↗
Q4 2022
13F-HR544$2.3B2023-02-14SEC ↗
Q3 2022
13F-HR517$140.4M2022-11-14SEC ↗
Q2 2022
13F-HR551$103.9M2022-08-09SEC ↗
Q1 2022
13F-HR415$52.1M2022-05-10SEC ↗
Q4 2021
13F-HR395$38.3M2022-01-31SEC ↗
Q3 2021
13F-HR283$29.5M2021-11-12SEC ↗
Q2 2021
13F-HR275$26.8M2021-08-11SEC ↗
Q1 2021
13F-HR291$22.3M2021-05-13SEC ↗
Q4 2020
13F-HR142$6.7M2021-05-13SEC ↗