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Disclosery

NewEdge Advisors, LLC: DFIS position timeline

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

NewEdge Advisors, LLC held 69,071 DFIS 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 69,071 shares
    Change vs previous 13F +20,716 shares

    0.01% of the 13F portfolio, value $2,419,529.

    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 48,355 shares
    Change vs previous 13F +4,347 shares

    0.01% of the 13F portfolio, value $1,628,101.

    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 44,008 shares
    Change vs previous 13F +17,671 shares

    0.01% of the 13F portfolio, value $1,449,612.

    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 26,337 shares
    Change vs previous 13F +3,914 shares

    <0.01% of the 13F portfolio, value $833,025.

    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 22,423 shares
    Change vs previous 13F +323 shares

    <0.01% of the 13F portfolio, value $669,093.

    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 22,100 shares
    Change vs previous 13F -352 shares

    <0.01% of the 13F portfolio, value $571,071.

    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 22,452 shares
    Change vs previous 13F +318 shares

    <0.01% of the 13F portfolio, value $551,321.

    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 22,134 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $593,856.

    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).