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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

SEIC holding history

SEI Investments Co 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.

SEIC overviewAll 13F holders of SEICFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2025
Holdings of SEIC by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−7,861−100.0%Sold outHolders
Q2 20257,861$682.7K<0.1%+7,861NewHolders