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Disclosery

NewEdge Advisors, LLC: DFIV position timeline

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

NewEdge Advisors, LLC held 61,277 DFIV 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 61,277 shares
    Change vs previous 13F +15,531 shares

    0.01% of the 13F portfolio, value $3,310,159.

    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 45,746 shares
    Change vs previous 13F +245 shares

    0.01% of the 13F portfolio, value $2,414,460.

    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 45,501 shares
    Change vs previous 13F +1,107 shares

    0.01% of the 13F portfolio, value $2,270,488.

    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 44,394 shares
    Change vs previous 13F +2,153 shares

    0.01% of the 13F portfolio, value $2,047,480.

    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 42,241 shares
    Change vs previous 13F -818 shares

    0.01% of the 13F portfolio, value $1,809,187.

    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 43,059 shares
    Change vs previous 13F -4,704 shares

    0.01% of the 13F portfolio, value $1,694,801.

    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 47,763 shares
    Change vs previous 13F +4,683 shares

    0.01% of the 13F portfolio, value $1,694,646.

    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 43,080 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,640,493.

    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).