NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

UMH holding history

Umh Properties, 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.

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

Shares (Q2 2026): 15,287
Value: $231.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of UMH by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,287	$231.4K	<0.1%	−49−0.3%	Reduced	Holders
Q1 2026	15,336	$221.3K	<0.1%	+2,423+18.8%	Added	Holders
Q4 2025	12,913	$205.4K	<0.1%	+12,913	New	Holders