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
- period ended2026-06-3013F 217,832 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 203,640 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 182,828 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 170,276 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 165,074 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 155,275 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 135,131 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 124,697 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).