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NewEdge Advisors, LLC: CEFS position timeline

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

NewEdge Advisors, LLC held 23,131 CEFS 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 23,131 shares
    Change vs previous 13F -20,019 shares

    <0.01% of the 13F portfolio, value $593,084.

    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 43,150 shares
    Change vs previous 13F +3,427 shares

    <0.01% of the 13F portfolio, value $973,030.

    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 39,723 shares
    Change vs previous 13F +7,023 shares

    <0.01% of the 13F portfolio, value $915,229.

    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 32,700 shares
    Change vs previous 13F +4,108 shares

    <0.01% of the 13F portfolio, value $744,579.

    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 28,592 shares
    Change vs previous 13F +3,286 shares

    <0.01% of the 13F portfolio, value $635,886.

    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 25,306 shares
    Change vs previous 13F +1,999 shares

    <0.01% of the 13F portfolio, value $539,777.

    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 23,307 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $499,236.

    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 23,137 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $514,798.

    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).