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Disclosery

NewEdge Advisors, LLC: DFAT position timeline

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

NewEdge Advisors, LLC held 99,069 DFAT 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 99,069 shares
    Change vs previous 13F +9,464 shares

    0.02% of the 13F portfolio, value $6,924,921.

    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 89,605 shares
    Change vs previous 13F -517 shares

    0.02% of the 13F portfolio, value $5,595,838.

    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 90,122 shares
    Change vs previous 13F -11,022 shares

    0.02% of the 13F portfolio, value $5,365,873.

    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 101,144 shares
    Change vs previous 13F +2,046 shares

    0.03% of the 13F portfolio, value $5,887,596.

    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 99,098 shares
    Change vs previous 13F +1,393 shares

    0.03% of the 13F portfolio, value $5,347,325.

    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 97,705 shares
    Change vs previous 13F -143 shares

    0.03% of the 13F portfolio, value $5,030,829.

    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 97,848 shares
    Change vs previous 13F +3,467 shares

    0.03% of the 13F portfolio, value $5,446,199.

    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 94,381 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,250,392.

    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).