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NewEdge Advisors, LLC: DFIC position timeline

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

NewEdge Advisors, LLC held 575,840 DFIC 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 575,840 shares
    Change vs previous 13F +25,754 shares

    0.06% of the 13F portfolio, value $21,455,803.

    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 550,086 shares
    Change vs previous 13F -86,431 shares

    0.07% of the 13F portfolio, value $19,544,553.

    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 636,517 shares
    Change vs previous 13F -240,745 shares

    0.08% of the 13F portfolio, value $21,934,376.

    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 877,262 shares
    Change vs previous 13F -184,034 shares

    0.13% of the 13F portfolio, value $28,765,427.

    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 1,061,296 shares
    Change vs previous 13F -20,081 shares

    0.17% of the 13F portfolio, value $32,995,683.

    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 1,081,377 shares
    Change vs previous 13F -148,203 shares

    0.18% of the 13F portfolio, value $30,029,858.

    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 1,229,580 shares
    Change vs previous 13F -125,426 shares

    0.19% of the 13F portfolio, value $31,778,503.

    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 1,355,006 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $38,129,872.

    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).