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NewEdge Advisors, LLC: CGUS position timeline

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

NewEdge Advisors, LLC held 1,196,622 CGUS 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 1,196,622 shares
    Change vs previous 13F +61,215 shares

    0.16% of the 13F portfolio, value $53,225,725.

    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 1,135,407 shares
    Change vs previous 13F +106,249 shares

    0.16% of the 13F portfolio, value $43,622,311.

    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 1,029,158 shares
    Change vs previous 13F +136,788 shares

    0.15% of the 13F portfolio, value $41,403,017.

    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 892,370 shares
    Change vs previous 13F +65,948 shares

    0.16% of the 13F portfolio, value $35,284,330.

    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 826,422 shares
    Change vs previous 13F -179,239 shares

    0.16% of the 13F portfolio, value $30,519,762.

    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 1,005,661 shares
    Change vs previous 13F +96,148 shares

    0.2% of the 13F portfolio, value $33,589,070.

    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 909,513 shares
    Change vs previous 13F +135,049 shares

    0.19% of the 13F portfolio, value $31,805,695.

    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 774,464 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $26,548,599.

    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).