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NewEdge Advisors, LLC: AR position timeline

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

NewEdge Advisors, LLC held 14,394 AR 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 14,394 shares
    Change vs previous 13F -18,906 shares

    <0.01% of the 13F portfolio, value $505,807.

    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 33,300 shares
    Change vs previous 13F -82,316 shares

    0.01% of the 13F portfolio, value $1,413,261.

    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 115,616 shares
    Change vs previous 13F +107,457 shares

    0.01% of the 13F portfolio, value $2,616,578.

    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 8,159 shares
    Change vs previous 13F +7,896 shares

    <0.01% of the 13F portfolio, value $273,818.

    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 263 shares
    Change vs previous 13F -9,364 shares

    <0.01% of the 13F portfolio, value $10,593.

    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 9,627 shares
    Change vs previous 13F +9,569 shares

    <0.01% of the 13F portfolio, value $389,296.

    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 58 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $2,033.

    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 301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,624.

    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).