Skip to content
Disclosery

NewEdge Advisors, LLC: BOND position timeline

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

NewEdge Advisors, LLC held 1,474,136 BOND 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 1,474,136 shares
    Change vs previous 13F +137,905 shares

    0.4% of the 13F portfolio, value $135,930,033.

    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 1,336,231 shares
    Change vs previous 13F +280,940 shares

    0.45% of the 13F portfolio, value $123,307,429.

    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 1,055,291 shares
    Change vs previous 13F +72,230 shares

    0.36% of the 13F portfolio, value $98,226,481.

    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 983,061 shares
    Change vs previous 13F +96,712 shares

    0.42% of the 13F portfolio, value $91,768,789.

    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 886,349 shares
    Change vs previous 13F +55,560 shares

    0.42% of the 13F portfolio, value $81,703,638.

    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 830,789 shares
    Change vs previous 13F +221,707 shares

    0.46% of the 13F portfolio, value $76,823,105.

    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 609,082 shares
    Change vs previous 13F +146,885 shares

    0.33% of the 13F portfolio, value $55,073,254.

    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 462,197 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $43,728,391.

    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).