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NewEdge Advisors, LLC: BSMQ position timeline

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

NewEdge Advisors, LLC held 197,332 BSMQ 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 197,332 shares
    Change vs previous 13F +14,159 shares

    0.01% of the 13F portfolio, value $4,646,186.

    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 183,173 shares
    Change vs previous 13F +10,369 shares

    0.02% of the 13F portfolio, value $4,327,482.

    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 172,804 shares
    Change vs previous 13F +4,578 shares

    0.01% of the 13F portfolio, value $4,085,949.

    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 168,226 shares
    Change vs previous 13F +7,483 shares

    0.02% of the 13F portfolio, value $3,974,352.

    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 160,743 shares
    Change vs previous 13F +9,348 shares

    0.02% of the 13F portfolio, value $3,787,093.

    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 151,395 shares
    Change vs previous 13F +29,176 shares

    0.02% of the 13F portfolio, value $3,574,433.

    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 122,219 shares
    Change vs previous 13F -1,611 shares

    0.02% of the 13F portfolio, value $2,880,712.

    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 123,830 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,939,728.

    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).