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NewEdge Advisors, LLC: ARES position timeline

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

NewEdge Advisors, LLC held 13,181 ARES 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 13,181 shares
    Change vs previous 13F -5,650 shares

    <0.01% of the 13F portfolio, value $1,467,229.

    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 18,831 shares
    Change vs previous 13F +1,766 shares

    0.01% of the 13F portfolio, value $2,054,530.

    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 17,065 shares
    Change vs previous 13F -25,834 shares

    0.01% of the 13F portfolio, value $2,758,237.

    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 42,899 shares
    Change vs previous 13F -2,280 shares

    0.03% of the 13F portfolio, value $6,859,001.

    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 45,179 shares
    Change vs previous 13F -19,792 shares

    0.04% of the 13F portfolio, value $7,824,986.

    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 64,971 shares
    Change vs previous 13F +30,144 shares

    0.06% of the 13F portfolio, value $9,525,340.

    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 34,827 shares
    Change vs previous 13F +1,706 shares

    0.04% of the 13F portfolio, value $6,165,436.

    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 33,121 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,161,553.

    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).