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NewEdge Advisors, LLC: CSV position timeline

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

NewEdge Advisors, LLC held 270 CSV 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 270 shares
    Change vs previous 13F +151 shares

    <0.01% of the 13F portfolio, value $10,366.

    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 119 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $5,439.

    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 7 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $296.

    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).