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Disclosery

NewEdge Advisors, LLC: DFSI position timeline

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

NewEdge Advisors, LLC held 20,043 DFSI 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 20,043 shares
    Change vs previous 13F -2,654 shares

    <0.01% of the 13F portfolio, value $903,926.

    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 22,697 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $962,354.

    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 22,697 shares
    Change vs previous 13F -1,161 shares

    <0.01% of the 13F portfolio, value $972,435.

    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 23,858 shares
    Change vs previous 13F -33,926 shares

    <0.01% of the 13F portfolio, value $977,004.

    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 57,784 shares
    Change vs previous 13F -1,344 shares

    0.01% of the 13F portfolio, value $2,277,269.

    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 59,128 shares
    Change vs previous 13F -40,446 shares

    0.01% of the 13F portfolio, value $2,062,986.

    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 99,574 shares
    Change vs previous 13F +7,424 shares

    0.02% of the 13F portfolio, value $3,270,990.

    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 92,150 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,292,983.

    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).