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Disclosery

NewEdge Advisors, LLC: BTX position timeline

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

NewEdge Advisors, LLC held 414,875 BTX 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 414,875 shares
    Change vs previous 13F +221,371 shares

    0.01% of the 13F portfolio, value $3,746,322.

    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 193,504 shares
    Change vs previous 13F -46,048 shares

    <0.01% of the 13F portfolio, value $1,277,125.

    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 239,552 shares
    Change vs previous 13F +84,883 shares

    0.01% of the 13F portfolio, value $1,578,650.

    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 154,669 shares
    Change vs previous 13F +97,045 shares

    <0.01% of the 13F portfolio, value $1,036,284.

    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 57,624 shares
    Change vs previous 13F +7,344 shares

    <0.01% of the 13F portfolio, value $422,959.

    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 50,280 shares
    Change vs previous 13F +8,478 shares

    <0.01% of the 13F portfolio, value $314,755.

    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 41,802 shares
    Change vs previous 13F -5,495 shares

    <0.01% of the 13F portfolio, value $311,007.

    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 47,297 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $357,091.

    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).