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Disclosery

NewEdge Advisors, LLC: DE position timeline

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

NewEdge Advisors, LLC held 43,459 DE 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 43,459 shares
    Change vs previous 13F +4,586 shares

    0.08% of the 13F portfolio, value $27,567,211.

    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 38,873 shares
    Change vs previous 13F -34,382 shares

    0.08% of the 13F portfolio, value $21,897,074.

    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 73,255 shares
    Change vs previous 13F +52,814 shares

    0.12% of the 13F portfolio, value $34,104,902.

    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 20,441 shares
    Change vs previous 13F +1,683 shares

    0.04% of the 13F portfolio, value $9,346,955.

    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 18,758 shares
    Change vs previous 13F +1,067 shares

    0.05% of the 13F portfolio, value $9,538,303.

    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 17,691 shares
    Change vs previous 13F -1,448 shares

    0.05% of the 13F portfolio, value $8,302,995.

    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 19,139 shares
    Change vs previous 13F +1,197 shares

    0.05% of the 13F portfolio, value $8,109,260.

    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 17,942 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,487,888.

    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).