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Disclosery

NewEdge Advisors, LLC: DFEV position timeline

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

NewEdge Advisors, LLC held 89,928 DFEV 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 89,928 shares
    Change vs previous 13F +2,307 shares

    0.01% of the 13F portfolio, value $3,836,932.

    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 87,621 shares
    Change vs previous 13F -5,825 shares

    0.01% of the 13F portfolio, value $3,135,064.

    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 93,446 shares
    Change vs previous 13F -37,003 shares

    0.01% of the 13F portfolio, value $3,152,858.

    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 130,449 shares
    Change vs previous 13F -14,347 shares

    0.02% of the 13F portfolio, value $4,160,014.

    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 144,796 shares
    Change vs previous 13F -6,547 shares

    0.02% of the 13F portfolio, value $4,342,424.

    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 151,343 shares
    Change vs previous 13F -13,296 shares

    0.02% of the 13F portfolio, value $4,093,812.

    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 164,639 shares
    Change vs previous 13F -9,425 shares

    0.03% of the 13F portfolio, value $4,315,179.

    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 174,064 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,953,843.

    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).