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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

EVER holding history

EverQuote, 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.

EVER overviewAll 13F holders of EVERFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2023
Holdings of EVER by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−21,391−100.0%Sold outHolders
Q4 202521,391$577.6K<0.1%+3,050+16.6%AddedHolders
Q3 202518,341$458.3K<0.1%+18,341NewHolders
Q1 20240$00.0%−21,536−100.0%Sold outHolders
Q4 202321,536$263.6K<0.1%+21,536NewHolders