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NewEdge Advisors, LLC: BLV position timeline

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

NewEdge Advisors, LLC held 254,760 BLV 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 254,760 shares
    Change vs previous 13F +65,517 shares

    0.05% of the 13F portfolio, value $17,560,598.

    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 189,243 shares
    Change vs previous 13F -4,143 shares

    0.05% of the 13F portfolio, value $13,016,082.

    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 193,386 shares
    Change vs previous 13F +15,383 shares

    0.05% of the 13F portfolio, value $13,444,148.

    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 178,003 shares
    Change vs previous 13F +3,129 shares

    0.06% of the 13F portfolio, value $12,611,474.

    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 174,874 shares
    Change vs previous 13F +5,901 shares

    0.06% of the 13F portfolio, value $12,160,772.

    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 168,973 shares
    Change vs previous 13F +9,083 shares

    0.07% of the 13F portfolio, value $11,899,164.

    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 159,890 shares
    Change vs previous 13F +11,685 shares

    0.07% of the 13F portfolio, value $10,941,239.

    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 148,205 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,140,570.

    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).