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NewEdge Advisors, LLC: CB position timeline

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

NewEdge Advisors, LLC held 99,590 CB 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 99,590 shares
    Change vs previous 13F +2,956 shares

    0.1% of the 13F portfolio, value $33,934,045.

    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 96,634 shares
    Change vs previous 13F -6,829 shares

    0.11% of the 13F portfolio, value $31,495,856.

    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 103,463 shares
    Change vs previous 13F +27,324 shares

    0.12% of the 13F portfolio, value $32,292,841.

    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 76,139 shares
    Change vs previous 13F +12,461 shares

    0.1% of the 13F portfolio, value $21,490,254.

    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 63,678 shares
    Change vs previous 13F +1,779 shares

    0.1% of the 13F portfolio, value $18,448,509.

    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 61,899 shares
    Change vs previous 13F -13,012 shares

    0.11% of the 13F portfolio, value $18,692,900.

    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 74,911 shares
    Change vs previous 13F +7,002 shares

    0.12% of the 13F portfolio, value $20,697,961.

    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 67,909 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $19,584,064.

    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).