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NewEdge Advisors, LLC: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on ADI, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 250,858 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,858 shares
    Change vs previous 13F +5,322 shares

    0.3% of the 13F portfolio, value $99,633,140.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 245,536 shares
    Change vs previous 13F +7,808 shares

    0.28% of the 13F portfolio, value $78,114,638.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 237,728 shares
    Change vs previous 13F +9,752 shares

    0.23% of the 13F portfolio, value $64,471,644.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 227,976 shares
    Change vs previous 13F +133,950 shares

    0.25% of the 13F portfolio, value $56,013,633.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 94,026 shares
    Change vs previous 13F +5,375 shares

    0.12% of the 13F portfolio, value $22,380,016.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 88,651 shares
    Change vs previous 13F -8,338 shares

    0.11% of the 13F portfolio, value $17,878,009.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 96,989 shares
    Change vs previous 13F -161,717 shares

    0.12% of the 13F portfolio, value $20,606,332.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 258,706 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $59,546,401.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).