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Disclosery

NewEdge Advisors, LLC: ADX position timeline

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

NewEdge Advisors, LLC held 33,607 ADX 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 33,607 shares
    Change vs previous 13F -204 shares

    <0.01% of the 13F portfolio, value $858,658.

    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 33,811 shares
    Change vs previous 13F +2,451 shares

    <0.01% of the 13F portfolio, value $740,117.

    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 31,360 shares
    Change vs previous 13F -3,569 shares

    <0.01% of the 13F portfolio, value $731,317.

    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 34,929 shares
    Change vs previous 13F -743 shares

    <0.01% of the 13F portfolio, value $778,922.

    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 35,672 shares
    Change vs previous 13F -693 shares

    <0.01% of the 13F portfolio, value $774,434.

    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 36,365 shares
    Change vs previous 13F +1,530 shares

    <0.01% of the 13F portfolio, value $690,564.

    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 34,835 shares
    Change vs previous 13F +14,535 shares

    <0.01% of the 13F portfolio, value $703,672.

    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 20,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $437,667.

    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).