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Disclosery

NewEdge Advisors, LLC: BALI position timeline

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

NewEdge Advisors, LLC held 30,456 BALI 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 30,456 shares
    Change vs previous 13F +19,282 shares

    <0.01% of the 13F portfolio, value $1,030,304.

    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 11,174 shares
    Change vs previous 13F +148 shares

    <0.01% of the 13F portfolio, value $344,274.

    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 11,026 shares
    Change vs previous 13F -716 shares

    <0.01% of the 13F portfolio, value $349,290.

    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 11,742 shares
    Change vs previous 13F -160 shares

    <0.01% of the 13F portfolio, value $372,705.

    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 11,902 shares
    Change vs previous 13F +5,369 shares

    <0.01% of the 13F portfolio, value $358,362.

    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 6,533 shares
    Change vs previous 13F +394 shares

    <0.01% of the 13F portfolio, value $188,075.

    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 6,139 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $185,698.

    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).