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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

CCI holding history

Crown Castle 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.

CCI overviewAll 13F holders of CCIFull Q2 2026 holdings

Shares (Q2 2026)
21,174
Value
$1.60M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CCI by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,174$1.60M<0.1%−603−2.8%ReducedHolders
Q1 202621,777$1.77M<0.1%+3,009+16.0%AddedHolders
Q4 202518,768$1.67M<0.1%−5,564−22.9%ReducedHolders
Q3 202524,332$2.19M<0.1%−234−1.0%ReducedHolders
Q2 202524,566$2.61M<0.1%−26−0.1%ReducedHolders
Q1 202524,592$2.56M<0.1%+3,179+14.8%AddedHolders
Q4 202421,413$1.94M<0.1%−4,595−17.7%ReducedHolders
Q3 202426,008$3.09M0.1%+1,012+4.0%AddedHolders
Q2 202424,996$2.44M0.1%+397+1.6%AddedHolders
Q1 202424,599$2.37M0.1%+1,526+6.6%AddedHolders
Q4 202323,073$2.66M0.1%−358−1.5%ReducedHolders
Q3 202323,431$2.16M0.1%−5,403−18.7%ReducedHolders
Q2 202328,834$3.29M0.1%−1,596−5.2%ReducedHolders
Q1 202330,430$4.07M0.2%+810+2.7%AddedHolders
Q4 202229,620$4.02M0.2%+338+1.2%AddedHolders
Q3 202229,282$4.23M0.2%−5,245−15.2%ReducedHolders
Q2 202234,527$5.81M0.3%+31,054+894.2%AddedHolders
Q1 20223,473$641.0K<0.1%−20,729−85.6%ReducedHolders
Q4 202124,202$5.05M0.2%+22,512+1,332.1%AddedHolders
Q3 20211,690$293.0K<0.1%+13+0.8%AddedHolders
Q2 20211,677$327.0K<0.1%+11+0.7%AddedHolders
Q1 20211,666$287.0K<0.1%––Holders

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