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NewEdge Advisors, LLC: CMS position timeline

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

NewEdge Advisors, LLC held 27,585 CMS 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 27,585 shares
    Change vs previous 13F +1,257 shares

    0.01% of the 13F portfolio, value $2,110,274.

    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 26,328 shares
    Change vs previous 13F +174 shares

    0.01% of the 13F portfolio, value $2,042,519.

    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 26,154 shares
    Change vs previous 13F +2,245 shares

    0.01% of the 13F portfolio, value $1,828,888.

    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 23,909 shares
    Change vs previous 13F -1,461 shares

    0.01% of the 13F portfolio, value $1,751,582.

    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 25,370 shares
    Change vs previous 13F -1,425 shares

    0.01% of the 13F portfolio, value $1,757,613.

    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 26,795 shares
    Change vs previous 13F -421 shares

    0.01% of the 13F portfolio, value $2,012,541.

    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 27,216 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $1,813,948.

    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 27,227 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,923,065.

    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).