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NewEdge Advisors, LLC: C position timeline

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

NewEdge Advisors, LLC held 271,355 C 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 271,355 shares
    Change vs previous 13F +22,351 shares

    0.11% of the 13F portfolio, value $37,978,951.

    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 249,004 shares
    Change vs previous 13F +41,436 shares

    0.1% of the 13F portfolio, value $28,239,490.

    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 207,568 shares
    Change vs previous 13F +8,806 shares

    0.09% of the 13F portfolio, value $24,221,087.

    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 198,762 shares
    Change vs previous 13F +2,895 shares

    0.09% of the 13F portfolio, value $20,174,680.

    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 195,867 shares
    Change vs previous 13F +65,700 shares

    0.09% of the 13F portfolio, value $16,672,233.

    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 130,167 shares
    Change vs previous 13F +5,831 shares

    0.05% of the 13F portfolio, value $9,240,585.

    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 124,336 shares
    Change vs previous 13F +5,559 shares

    0.05% of the 13F portfolio, value $8,752,003.

    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 118,777 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,435,450.

    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).