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Disclosery

NewEdge Advisors, LLC: AOR position timeline

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

NewEdge Advisors, LLC held 10,266 AOR 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 10,266 shares
    Change vs previous 13F +4,099 shares

    <0.01% of the 13F portfolio, value $713,505.

    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 6,167 shares
    Change vs previous 13F +421 shares

    <0.01% of the 13F portfolio, value $396,864.

    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 5,746 shares
    Change vs previous 13F -1,445 shares

    <0.01% of the 13F portfolio, value $373,565.

    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 7,191 shares
    Change vs previous 13F -7,281 shares

    <0.01% of the 13F portfolio, value $462,973.

    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 14,472 shares
    Change vs previous 13F +5,218 shares

    <0.01% of the 13F portfolio, value $891,004.

    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 9,254 shares
    Change vs previous 13F +857 shares

    <0.01% of the 13F portfolio, value $532,747.

    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 8,397 shares
    Change vs previous 13F -184 shares

    <0.01% of the 13F portfolio, value $481,310.

    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 8,581 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $508,362.

    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).