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Livermore
Livermore
ZHEN

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
29,836
Value
$4.18M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of C by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,836$4.18M<0.1%+772+2.7%AddedHolders
Q1 202629,064$3.30M<0.1%−8,749−23.1%ReducedHolders
Q4 202537,813$4.41M<0.1%+12,704+50.6%AddedHolders
Q3 202525,109$2.55M<0.1%+2,975+13.4%AddedHolders
Q2 202522,134$2.02M<0.1%+2,408+12.2%AddedHolders
Q1 202519,726$1.40M<0.1%+1,607+8.9%AddedHolders
Q4 202418,119$1.28M<0.1%+2,434+15.5%AddedHolders
Q3 202415,685$981.9K<0.1%+4,800+44.1%AddedHolders
Q2 202410,885$690.8K<0.1%−519−4.6%ReducedHolders
Q1 202411,404$701.8K<0.1%+3,576+45.7%AddedHolders
Q4 20237,828$402.7K<0.1%+364+4.9%AddedHolders
Q3 20237,464$307.0K<0.1%−432−5.5%ReducedHolders
Q2 20237,896$363.5K<0.1%−3,111−28.3%ReducedHolders
Q1 202311,007$516.1K<0.1%+4,091+59.2%AddedHolders
Q4 20226,916$312.8K<0.1%+1,511+28.0%AddedHolders
Q3 20225,405$225.0K<0.1%−4,105−43.2%ReducedHolders
Q2 20229,510$437.0K<0.1%+2,142+29.1%AddedHolders
Q1 20227,368$393.0K<0.1%+1,389+23.2%AddedHolders
Q4 20215,979$361.0K<0.1%−1,425−19.2%ReducedHolders
Q3 20217,404$520.0K<0.1%+609+9.0%AddedHolders
Q2 20216,795$481.0K<0.1%+3,803+127.1%AddedHolders
Q1 20212,992$218.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.