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NewEdge Advisors, LLC: AVK position timeline

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

NewEdge Advisors, LLC held 96,524 AVK 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 96,524 shares
    Change vs previous 13F +29,770 shares

    <0.01% of the 13F portfolio, value $1,264,474.

    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 66,754 shares
    Change vs previous 13F -3,021 shares

    <0.01% of the 13F portfolio, value $744,975.

    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 69,775 shares
    Change vs previous 13F -887 shares

    <0.01% of the 13F portfolio, value $874,978.

    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 70,662 shares
    Change vs previous 13F +10,954 shares

    <0.01% of the 13F portfolio, value $903,766.

    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 59,708 shares
    Change vs previous 13F -1,848 shares

    <0.01% of the 13F portfolio, value $723,065.

    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 61,556 shares
    Change vs previous 13F -1,309 shares

    <0.01% of the 13F portfolio, value $709,743.

    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 62,865 shares
    Change vs previous 13F +2,600 shares

    <0.01% of the 13F portfolio, value $739,916.

    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 60,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $707,511.

    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).