NewEdge Wealth, LLC

Business address
2200 Atlantic Street, Suite 200, Stamford, CT, 06902
Top securities (13F)
MSFT, AAPL, NVDA, GOOGL, AVGO, JPM, SPY, AMZN, META, BX, WFC, GILD, AZO, HD, LRCX, KLAC, ABBV, VST, NVS, and IBM
State of incorporation
DE
Fiscal year end
31 December
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NewEdge Wealth, LLC has filed 24 SEC EDGAR filings since 13 May 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Nov 2025 30 Sep 2025 028-21205
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-21205
N-PX Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-21205
13F-HR Open Document Open Filing 09 May 2025 31 Mar 2025 028-21205
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-21205
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-21205
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-21205
13F-HR Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-21205
13F-HR Open Document Open Filing 06 May 2024 31 Mar 2024 028-21205
13F-HR Open Document Open Filing 29 Jan 2024 31 Dec 2023 028-21205
13F-HR Open Document Open Filing 08 Nov 2023 30 Sep 2023 028-21205
13F-HR Open Document Open Filing 09 Aug 2023 30 Jun 2023 028-21205
13F-HR Open Document Open Filing 08 May 2023 31 Mar 2023 028-21205
SC 13G Open Document Open Filing SC 13G 14 Feb 2023
SC 13G Open Document Open Filing SC 13G 14 Feb 2023
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-21205
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-21205
13F-HR Open Document Open Filing 09 Aug 2022 30 Jun 2022 028-21205
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-21205
13F-HR Open Document Open Filing 31 Jan 2022 31 Dec 2021 028-21205
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-21205
13F-HR Open Document Open Filing 11 Aug 2021 30 Jun 2021 028-21205
13F-HR Open Document Open Filing 13 May 2021 31 Mar 2021 028-21205
13F-HR Open Document Open Filing 13 May 2021 31 Dec 2020 028-21205