Skip to main content

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

DNB holding history

Dun & Bradstreet Holdings, 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.

DNB overviewAll 13F holders of DNBFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2021
Holdings of DNB by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−20,900−100.0%Sold outHolders
Q3 202220,900$259.0K<0.1%00.0%UnchangedHolders
Q2 202220,900$314.0K<0.1%−521,847−96.1%ReducedHolders
Q1 2022542,747$9.51M0.4%+521,243+2,423.9%AddedHolders
Q4 202121,504$441.0K<0.1%−2,038,828−99.0%ReducedHolders
Q3 20212,060,332$34.6M2.1%+1,384,845+205.0%AddedHolders
Q2 2021675,487$14.4M1.1%+675,487NewHolders