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NewEdge Advisors, LLC: BITO position timeline

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

NewEdge Advisors, LLC held 67,454 BITO 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 67,454 shares
    Change vs previous 13F -9,877 shares

    <0.01% of the 13F portfolio, value $538,280.

    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 77,331 shares
    Change vs previous 13F -12,850 shares

    <0.01% of the 13F portfolio, value $719,954.

    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 90,181 shares
    Change vs previous 13F -39,039 shares

    <0.01% of the 13F portfolio, value $1,096,599.

    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 129,220 shares
    Change vs previous 13F -27,415 shares

    0.01% of the 13F portfolio, value $2,543,063.

    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 156,635 shares
    Change vs previous 13F +22,208 shares

    0.02% of the 13F portfolio, value $3,369,224.

    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 134,427 shares
    Change vs previous 13F +25,064 shares

    0.01% of the 13F portfolio, value $2,462,691.

    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 109,363 shares
    Change vs previous 13F +24,591 shares

    0.01% of the 13F portfolio, value $2,491,283.

    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 84,772 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,626,779.

    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).