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NewEdge Advisors, LLC: BNY position timeline

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

NewEdge Advisors, LLC held 502,866 BNY 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 502,866 shares
    Change vs previous 13F -7,090 shares

    0.22% of the 13F portfolio, value $72,719,388.

    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 509,956 shares
    Change vs previous 13F -5,663 shares

    0.22% of the 13F portfolio, value $60,496,092.

    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 515,619 shares
    Change vs previous 13F -5,302 shares

    0.22% of the 13F portfolio, value $59,858,278.

    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 520,921 shares
    Change vs previous 13F +7,798 shares

    0.26% of the 13F portfolio, value $56,759,505.

    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 513,123 shares
    Change vs previous 13F +26,607 shares

    0.24% of the 13F portfolio, value $46,750,606.

    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 486,516 shares
    Change vs previous 13F +53,314 shares

    0.24% of the 13F portfolio, value $40,804,086.

    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 433,202 shares
    Change vs previous 13F +407,054 shares

    0.2% of the 13F portfolio, value $33,282,954.

    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 26,148 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,879,010.

    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).