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NewEdge Advisors, LLC: CARY position timeline

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

NewEdge Advisors, LLC held 73,587 CARY 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 73,587 shares
    Change vs previous 13F -36,566 shares

    <0.01% of the 13F portfolio, value $1,529,139.

    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 110,153 shares
    Change vs previous 13F +9,057 shares

    0.01% of the 13F portfolio, value $2,288,191.

    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 101,096 shares
    Change vs previous 13F +344 shares

    0.01% of the 13F portfolio, value $2,105,378.

    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 100,752 shares
    Change vs previous 13F +48,280 shares

    0.01% of the 13F portfolio, value $2,106,717.

    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 52,472 shares
    Change vs previous 13F +12,580 shares

    0.01% of the 13F portfolio, value $1,091,414.

    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 39,892 shares
    Change vs previous 13F +35,142 shares

    <0.01% of the 13F portfolio, value $828,147.

    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 4,750 shares
    Change vs previous 13F -2,540 shares

    <0.01% of the 13F portfolio, value $97,801.

    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 7,290 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $154,476.

    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).