NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MBIN holding history

Merchants Bancorp 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of MBIN by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−12,384−100.0%	Sold out	Holders
Q1 2025	12,384	$458.2K	<0.1%	+2,199+21.6%	Added	Holders
Q4 2024	10,185	$371.5K	<0.1%	+10,185	New	Holders