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Disclosery

NewEdge Advisors, LLC: CFG position timeline

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

NewEdge Advisors, LLC held 160,994 CFG 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 160,994 shares
    Change vs previous 13F +48,906 shares

    0.03% of the 13F portfolio, value $11,280,843.

    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 112,088 shares
    Change vs previous 13F +45,071 shares

    0.02% of the 13F portfolio, value $6,721,925.

    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 67,017 shares
    Change vs previous 13F +53,497 shares

    0.01% of the 13F portfolio, value $3,914,496.

    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 13,520 shares
    Change vs previous 13F +1,973 shares

    <0.01% of the 13F portfolio, value $718,749.

    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 11,547 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $516,736.

    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 11,531 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $472,419.

    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 11,257 shares
    Change vs previous 13F +363 shares

    <0.01% of the 13F portfolio, value $492,615.

    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 10,894 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $447,399.

    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).