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NewEdge Advisors, LLC: AFRM position timeline

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

NewEdge Advisors, LLC held 31,612 AFRM 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 31,612 shares
    Change vs previous 13F +2,452 shares

    0.01% of the 13F portfolio, value $2,577,883.

    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 29,160 shares
    Change vs previous 13F +5,914 shares

    <0.01% of the 13F portfolio, value $1,336,091.

    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 23,246 shares
    Change vs previous 13F -10,976 shares

    0.01% of the 13F portfolio, value $1,730,150.

    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 34,222 shares
    Change vs previous 13F +6,804 shares

    0.01% of the 13F portfolio, value $2,500,989.

    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 27,418 shares
    Change vs previous 13F -5,510 shares

    0.01% of the 13F portfolio, value $1,895,692.

    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 32,928 shares
    Change vs previous 13F -6,848 shares

    0.01% of the 13F portfolio, value $1,488,036.

    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 39,776 shares
    Change vs previous 13F +29,961 shares

    0.01% of the 13F portfolio, value $2,422,379.

    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 9,815 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $400,648.

    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).