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NewEdge Advisors, LLC: DFAI position timeline

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

NewEdge Advisors, LLC held 1,398,059 DFAI 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 1,398,059 shares
    Change vs previous 13F +114,911 shares

    0.17% of the 13F portfolio, value $57,669,976.

    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 1,283,148 shares
    Change vs previous 13F +215,368 shares

    0.18% of the 13F portfolio, value $49,991,418.

    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 1,067,780 shares
    Change vs previous 13F +30,127 shares

    0.15% of the 13F portfolio, value $40,693,087.

    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 1,037,653 shares
    Change vs previous 13F +293,444 shares

    0.17% of the 13F portfolio, value $37,718,642.

    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 744,209 shares
    Change vs previous 13F +280,365 shares

    0.13% of the 13F portfolio, value $25,727,303.

    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 463,844 shares
    Change vs previous 13F -191,484 shares

    0.09% of the 13F portfolio, value $14,485,849.

    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 655,328 shares
    Change vs previous 13F -96,850 shares

    0.11% of the 13F portfolio, value $19,135,583.

    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 752,178 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $23,904,216.

    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).