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NewEdge Advisors, LLC: DFSV position timeline

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

NewEdge Advisors, LLC held 486,019 DFSV 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 486,019 shares
    Change vs previous 13F -22,883 shares

    0.06% of the 13F portfolio, value $18,852,681.

    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 508,902 shares
    Change vs previous 13F -76,812 shares

    0.06% of the 13F portfolio, value $17,831,933.

    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 585,714 shares
    Change vs previous 13F -142,175 shares

    0.07% of the 13F portfolio, value $19,264,131.

    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 727,889 shares
    Change vs previous 13F -96,909 shares

    0.11% of the 13F portfolio, value $23,175,991.

    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 824,798 shares
    Change vs previous 13F -55,918 shares

    0.13% of the 13F portfolio, value $24,273,817.

    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 880,716 shares
    Change vs previous 13F -132,314 shares

    0.15% of the 13F portfolio, value $24,792,130.

    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 1,013,030 shares
    Change vs previous 13F +46,985 shares

    0.19% of the 13F portfolio, value $31,181,063.

    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 966,045 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $29,754,208.

    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).