Skip to content

NewEdge Advisors, LLC: CE position timeline

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

NewEdge Advisors, LLC held 589 CE 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 589 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $27,094.

    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 600 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $39,461.

    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 632 shares
    Change vs previous 13F -308 shares

    <0.01% of the 13F portfolio, value $26,721.

    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 940 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $39,562.

    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 992 shares
    Change vs previous 13F -4,040 shares

    <0.01% of the 13F portfolio, value $54,865.

    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 5,032 shares
    Change vs previous 13F +3,654 shares

    <0.01% of the 13F portfolio, value $285,652.

    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 1,378 shares
    Change vs previous 13F -372 shares

    <0.01% of the 13F portfolio, value $95,356.

    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 1,750 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $237,895.

    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).