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NewEdge Advisors, LLC: BSMR position timeline

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

NewEdge Advisors, LLC held 217,832 BSMR 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 217,832 shares
    Change vs previous 13F +14,192 shares

    0.02% of the 13F portfolio, value $5,149,548.

    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 203,640 shares
    Change vs previous 13F +20,812 shares

    0.02% of the 13F portfolio, value $4,816,899.

    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 182,828 shares
    Change vs previous 13F +12,552 shares

    0.02% of the 13F portfolio, value $4,326,669.

    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 170,276 shares
    Change vs previous 13F +5,202 shares

    0.02% of the 13F portfolio, value $4,028,718.

    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 165,074 shares
    Change vs previous 13F +9,799 shares

    0.02% of the 13F portfolio, value $3,874,278.

    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 155,275 shares
    Change vs previous 13F +20,144 shares

    0.02% of the 13F portfolio, value $3,656,716.

    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 135,131 shares
    Change vs previous 13F +10,434 shares

    0.02% of the 13F portfolio, value $3,189,084.

    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 124,697 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,955,334.

    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).