Skip to content
Disclosery

NewEdge Advisors, LLC: DFAS position timeline

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

NewEdge Advisors, LLC held 89,442 DFAS 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 89,442 shares
    Change vs previous 13F -2,123 shares

    0.02% of the 13F portfolio, value $7,364,610.

    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 91,565 shares
    Change vs previous 13F -1,501 shares

    0.02% of the 13F portfolio, value $6,513,035.

    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 93,066 shares
    Change vs previous 13F -5,347 shares

    0.02% of the 13F portfolio, value $6,483,882.

    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 98,413 shares
    Change vs previous 13F -2,569 shares

    0.03% of the 13F portfolio, value $6,737,316.

    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 100,982 shares
    Change vs previous 13F -12,738 shares

    0.03% of the 13F portfolio, value $6,433,554.

    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 113,720 shares
    Change vs previous 13F +101 shares

    0.04% of the 13F portfolio, value $6,794,756.

    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 113,619 shares
    Change vs previous 13F -12,535 shares

    0.04% of the 13F portfolio, value $7,394,316.

    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 126,154 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,182,362.

    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).