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NewEdge Advisors, LLC: D position timeline

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

NewEdge Advisors, LLC held 105,989 D 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 105,989 shares
    Change vs previous 13F -28,008 shares

    0.02% of the 13F portfolio, value $7,238,007.

    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 133,997 shares
    Change vs previous 13F +8,503 shares

    0.03% of the 13F portfolio, value $8,283,626.

    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 125,494 shares
    Change vs previous 13F +36,275 shares

    0.03% of the 13F portfolio, value $7,352,716.

    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 89,219 shares
    Change vs previous 13F +20,062 shares

    0.02% of the 13F portfolio, value $5,457,567.

    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 69,157 shares
    Change vs previous 13F +226 shares

    0.02% of the 13F portfolio, value $3,908,752.

    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 68,931 shares
    Change vs previous 13F -2,061 shares

    0.02% of the 13F portfolio, value $3,864,919.

    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 70,992 shares
    Change vs previous 13F +13,877 shares

    0.02% of the 13F portfolio, value $3,823,652.

    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 57,115 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,300,640.

    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).