NewEdge Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for NewEdge Wealth going back to May 13, 2021
- NewEdge Wealth 2025 Q3 - filed Nov. 7, 2025 - new!
- NewEdge Wealth 2025 Q2 - filed Aug. 11, 2025
- NewEdge Wealth 2025 Q1 - filed May 9, 2025
- NewEdge Wealth 2024 Q4 - filed Feb. 5, 2025
- NewEdge Wealth 2024 Q3 - filed Nov. 12, 2024
- NewEdge Wealth 2024 Q2 - filed Aug. 2, 2024
- NewEdge Wealth 2024 Q1 - filed May 6, 2024
- NewEdge Wealth 2023 Q4 - filed Jan. 29, 2024
- NewEdge Wealth 2023 Q3 - filed Nov. 8, 2023
- NewEdge Wealth 2023 Q2 - filed Aug. 9, 2023
- NewEdge Wealth 2023 Q1 - filed May 8, 2023
- NewEdge Wealth 2022 Q4 - filed Feb. 14, 2023
- NewEdge Wealth 2022 Q3 - filed Nov. 14, 2022
- NewEdge Wealth 2022 Q2 - filed Aug. 9, 2022
- NewEdge Wealth 2022 Q1 - filed May 10, 2022
- NewEdge Wealth 2021 Q4 - filed Jan. 31, 2022
- NewEdge Wealth 2021 Q3 - filed Nov. 12, 2021
- NewEdge Wealth 2021 Q2 - filed Aug. 11, 2021
- NewEdge Wealth 2021 Q1 - filed May 13, 2021
- NewEdge Wealth 2020 Q4 - filed May 13, 2021