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NewEdge Advisors, LLC: CGMU position timeline

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

NewEdge Advisors, LLC held 326,066 CGMU 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 326,066 shares
    Change vs previous 13F +101,804 shares

    0.03% of the 13F portfolio, value $8,957,040.

    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 224,262 shares
    Change vs previous 13F +44,220 shares

    0.02% of the 13F portfolio, value $6,088,727.

    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 180,042 shares
    Change vs previous 13F +1,083 shares

    0.02% of the 13F portfolio, value $4,929,560.

    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 178,959 shares
    Change vs previous 13F +55,422 shares

    0.02% of the 13F portfolio, value $4,883,795.

    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 123,537 shares
    Change vs previous 13F +63,473 shares

    0.02% of the 13F portfolio, value $3,297,217.

    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 60,064 shares
    Change vs previous 13F +14,262 shares

    0.01% of the 13F portfolio, value $1,610,912.

    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 45,802 shares
    Change vs previous 13F +35,179 shares

    0.01% of the 13F portfolio, value $1,232,995.

    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 10,623 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,700.

    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).