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Disclosery

NewEdge Advisors, LLC: DFSB position timeline

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

NewEdge Advisors, LLC held 3,884 DFSB 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 3,884 shares
    Change vs previous 13F -5,003 shares

    <0.01% of the 13F portfolio, value $202,395.

    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 8,887 shares
    Change vs previous 13F -226 shares

    <0.01% of the 13F portfolio, value $459,838.

    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 9,113 shares
    Change vs previous 13F +79 shares

    <0.01% of the 13F portfolio, value $472,053.

    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 9,034 shares
    Change vs previous 13F -2,787 shares

    <0.01% of the 13F portfolio, value $481,241.

    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 11,821 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $619,795.

    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 11,927 shares
    Change vs previous 13F +159 shares

    <0.01% of the 13F portfolio, value $614,260.

    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 11,768 shares
    Change vs previous 13F +5,210 shares

    <0.01% of the 13F portfolio, value $599,480.

    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 6,558 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $348,701.

    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).