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NewEdge Advisors, LLC: BILS position timeline

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

NewEdge Advisors, LLC held 185,409 BILS 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 185,409 shares
    Change vs previous 13F -126,349 shares

    0.05% of the 13F portfolio, value $18,425,980.

    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 311,758 shares
    Change vs previous 13F +219,333 shares

    0.11% of the 13F portfolio, value $31,001,169.

    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 92,425 shares
    Change vs previous 13F +2,489 shares

    0.03% of the 13F portfolio, value $9,170,368.

    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 89,936 shares
    Change vs previous 13F -14,554 shares

    0.04% of the 13F portfolio, value $8,950,415.

    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 104,490 shares
    Change vs previous 13F -31,485 shares

    0.05% of the 13F portfolio, value $10,389,434.

    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 135,975 shares
    Change vs previous 13F +24,041 shares

    0.08% of the 13F portfolio, value $13,528,198.

    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 111,934 shares
    Change vs previous 13F +17,430 shares

    0.07% of the 13F portfolio, value $11,098,303.

    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 94,504 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,410,711.

    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).