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Disclosery

NewEdge Advisors, LLC: DFEM position timeline

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

NewEdge Advisors, LLC held 343,954 DFEM 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 343,954 shares
    Change vs previous 13F +19,621 shares

    0.04% of the 13F portfolio, value $13,978,296.

    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 324,333 shares
    Change vs previous 13F -11,327 shares

    0.04% of the 13F portfolio, value $11,205,726.

    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 335,660 shares
    Change vs previous 13F -80,804 shares

    0.04% of the 13F portfolio, value $11,103,638.

    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 416,464 shares
    Change vs previous 13F -82,032 shares

    0.06% of the 13F portfolio, value $13,355,994.

    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 498,496 shares
    Change vs previous 13F -10,862 shares

    0.08% of the 13F portfolio, value $14,795,356.

    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 509,358 shares
    Change vs previous 13F -34,741 shares

    0.08% of the 13F portfolio, value $13,477,596.

    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 544,099 shares
    Change vs previous 13F +28,362 shares

    0.09% of the 13F portfolio, value $14,249,966.

    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 515,737 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $14,517,978.

    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).