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Disclosery

NewEdge Advisors, LLC: CVI position timeline

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

NewEdge Advisors, LLC held 13,890 CVI 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 13,890 shares
    Change vs previous 13F +336 shares

    <0.01% of the 13F portfolio, value $382,528.

    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 13,554 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $456,096.

    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 13,394 shares
    Change vs previous 13F +709 shares

    <0.01% of the 13F portfolio, value $340,743.

    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 12,685 shares
    Change vs previous 13F -577 shares

    <0.01% of the 13F portfolio, value $462,752.

    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 13,262 shares
    Change vs previous 13F -2,520 shares

    <0.01% of the 13F portfolio, value $356,083.

    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 15,782 shares
    Change vs previous 13F -1,965 shares

    <0.01% of the 13F portfolio, value $306,176.

    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 17,747 shares
    Change vs previous 13F +13,217 shares

    <0.01% of the 13F portfolio, value $332,583.

    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 4,530 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,328.

    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).