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NewEdge Advisors, LLC: BUFS position timeline

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

NewEdge Advisors, LLC held 824,063 BUFS 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 824,063 shares
    Change vs previous 13F +89,737 shares

    0.06% of the 13F portfolio, value $20,675,737.

    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 734,326 shares
    Change vs previous 13F +45,855 shares

    0.06% of the 13F portfolio, value $16,933,554.

    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 688,471 shares
    Change vs previous 13F +114,780 shares

    0.06% of the 13F portfolio, value $15,724,674.

    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 573,691 shares
    Change vs previous 13F +104,330 shares

    0.06% of the 13F portfolio, value $12,890,833.

    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 469,361 shares
    Change vs previous 13F +104,462 shares

    0.05% of the 13F portfolio, value $9,877,788.

    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 364,899 shares
    Change vs previous 13F +113,902 shares

    0.04% of the 13F portfolio, value $7,389,197.

    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 250,997 shares
    Change vs previous 13F +104,649 shares

    0.03% of the 13F portfolio, value $5,353,758.

    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 146,348 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,092,875.

    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).