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Disclosery

NewEdge Advisors, LLC: CWB position timeline

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

NewEdge Advisors, LLC held 67,355 CWB 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 67,355 shares
    Change vs previous 13F +52,083 shares

    0.02% of the 13F portfolio, value $7,262,201.

    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 15,272 shares
    Change vs previous 13F -76,014 shares

    0.01% of the 13F portfolio, value $1,397,685.

    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 91,286 shares
    Change vs previous 13F +40,739 shares

    0.03% of the 13F portfolio, value $8,142,730.

    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 50,547 shares
    Change vs previous 13F +210 shares

    0.02% of the 13F portfolio, value $4,574,468.

    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 50,337 shares
    Change vs previous 13F +39,719 shares

    0.02% of the 13F portfolio, value $4,160,883.

    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 10,618 shares
    Change vs previous 13F -55,224 shares

    <0.01% of the 13F portfolio, value $813,568.

    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 65,842 shares
    Change vs previous 13F +55,981 shares

    0.03% of the 13F portfolio, value $5,128,424.

    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 9,861 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $755,236.

    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).