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Disclosery

NewEdge Advisors, LLC: CGMS position timeline

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

NewEdge Advisors, LLC held 613,158 CGMS 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 613,158 shares
    Change vs previous 13F +77,877 shares

    0.05% of the 13F portfolio, value $16,757,582.

    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 535,281 shares
    Change vs previous 13F +95,822 shares

    0.05% of the 13F portfolio, value $14,575,699.

    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 439,459 shares
    Change vs previous 13F +265,815 shares

    0.04% of the 13F portfolio, value $12,137,881.

    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 173,644 shares
    Change vs previous 13F +24,679 shares

    0.02% of the 13F portfolio, value $4,818,649.

    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 148,965 shares
    Change vs previous 13F +68,484 shares

    0.02% of the 13F portfolio, value $4,114,416.

    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 80,481 shares
    Change vs previous 13F +17,288 shares

    0.01% of the 13F portfolio, value $2,197,141.

    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 63,193 shares
    Change vs previous 13F +6,324 shares

    0.01% of the 13F portfolio, value $1,723,909.

    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 56,869 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,583,233.

    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).