NewEdge Wealth, LLC
- SEC CIK
- 0001861796
- Latest filing
- Aug 10, 2026
AFG holding history
American Financial Group Inc in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AFG overviewAll 13F holders of AFGFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −1,612−100.0% | Sold out | Holders |
| Q1 2025 | 1,612 | $211.7K | <0.1% | −206−11.3% | Reduced | Holders |
| Q4 2024 | 1,818 | $248.9K | <0.1% | +248+15.8% | Added | Holders |
| Q3 2024 | 1,570 | $211.3K | <0.1% | +1,570 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −4,975−100.0% | Sold out | Holders |
| Q1 2024 | 4,975 | $635.2K | <0.1% | +4,975 | New | Holders |