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NewEdge Advisors, LLC: CLOI position timeline

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

NewEdge Advisors, LLC held 29,164 CLOI 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 29,164 shares
    Change vs previous 13F -2,254 shares

    <0.01% of the 13F portfolio, value $1,544,231.

    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 31,418 shares
    Change vs previous 13F -1,939 shares

    0.01% of the 13F portfolio, value $1,655,728.

    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 33,357 shares
    Change vs previous 13F -31,539 shares

    0.01% of the 13F portfolio, value $1,761,607.

    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 64,896 shares
    Change vs previous 13F +9,532 shares

    0.02% of the 13F portfolio, value $3,445,950.

    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 55,364 shares
    Change vs previous 13F +35,691 shares

    0.02% of the 13F portfolio, value $2,931,536.

    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 19,673 shares
    Change vs previous 13F +14,275 shares

    0.01% of the 13F portfolio, value $1,039,546.

    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 5,398 shares
    Change vs previous 13F +3,610 shares

    <0.01% of the 13F portfolio, value $284,860.

    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 1,788 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $94,836.

    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).