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NewEdge Advisors, LLC: CFO position timeline

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

NewEdge Advisors, LLC held 58,114 CFO 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 58,114 shares
    Change vs previous 13F -4,799 shares

    0.01% of the 13F portfolio, value $4,653,636.

    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 62,913 shares
    Change vs previous 13F -2,307 shares

    0.02% of the 13F portfolio, value $4,665,181.

    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 65,220 shares
    Change vs previous 13F +6,090 shares

    0.02% of the 13F portfolio, value $4,816,077.

    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 59,130 shares
    Change vs previous 13F +39,058 shares

    0.02% of the 13F portfolio, value $4,363,193.

    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 20,072 shares
    Change vs previous 13F -527 shares

    0.01% of the 13F portfolio, value $1,430,966.

    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 20,599 shares
    Change vs previous 13F -347 shares

    0.01% of the 13F portfolio, value $1,411,223.

    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 20,946 shares
    Change vs previous 13F -6,743 shares

    0.01% of the 13F portfolio, value $1,444,022.

    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 27,689 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,932,394.

    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).