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Disclosery

NewEdge Advisors, LLC: CGMM position timeline

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

NewEdge Advisors, LLC held 824,209 CGMM 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 824,209 shares
    Change vs previous 13F +80,691 shares

    0.08% of the 13F portfolio, value $27,174,160.

    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 743,518 shares
    Change vs previous 13F +67,790 shares

    0.08% of the 13F portfolio, value $21,829,688.

    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 675,728 shares
    Change vs previous 13F +113,071 shares

    0.07% of the 13F portfolio, value $19,488,004.

    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 562,657 shares
    Change vs previous 13F +56,907 shares

    0.07% of the 13F portfolio, value $15,973,842.

    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 505,750 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $13,594,561.

    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).