NewEdge Wealth, LLC SEC EDGAR Filings (CIK 0001861796)

SEC EDGAR filings, ownership reports, and insider transactions for NewEdge Wealth, LLC.

Business address
2200 Atlantic Street, 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

Recent SEC filings for NewEdge Wealth, LLC including 13F-HR, N-PX, SC 13G.

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

About this filer

NewEdge Wealth, LLC files with the SEC under CIK 0001861796. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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