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Disclosery

NewEdge Advisors, LLC: DFLV position timeline

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

NewEdge Advisors, LLC held 175,267 DFLV 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 175,267 shares
    Change vs previous 13F -6,318 shares

    0.02% of the 13F portfolio, value $6,930,064.

    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 181,585 shares
    Change vs previous 13F -15,661 shares

    0.02% of the 13F portfolio, value $6,484,385.

    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 197,246 shares
    Change vs previous 13F -11,854 shares

    0.02% of the 13F portfolio, value $6,747,800.

    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 209,100 shares
    Change vs previous 13F -403,843 shares

    0.03% of the 13F portfolio, value $6,879,383.

    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 612,943 shares
    Change vs previous 13F -69,180 shares

    0.1% of the 13F portfolio, value $19,013,506.

    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 682,123 shares
    Change vs previous 13F -173,143 shares

    0.12% of the 13F portfolio, value $20,852,514.

    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 855,266 shares
    Change vs previous 13F -144,733 shares

    0.15% of the 13F portfolio, value $25,683,648.

    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 999,999 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $30,809,946.

    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).