NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

EG holding history

Everest Group, Ltd. 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.

EG overview All 13F holders of EG Full Q2 2026 holdings

Shares (Q2 2026): 922
Value: $329.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of EG by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	922	$329.2K	<0.1%	+922	New	Holders
Q1 2026	0	$0	0.0%	−711−100.0%	Sold out	Holders
Q4 2025	711	$241.1K	<0.1%	+711	New	Holders
Q2 2025	0	$0	0.0%	−578−100.0%	Sold out	Holders
Q1 2025	578	$209.9K	<0.1%	+578	New	Holders