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Disclosery

NewEdge Advisors, LLC: DFUS position timeline

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

NewEdge Advisors, LLC held 65,694 DFUS 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 65,694 shares
    Change vs previous 13F -19,333 shares

    0.02% of the 13F portfolio, value $5,383,021.

    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 85,027 shares
    Change vs previous 13F -334 shares

    0.02% of the 13F portfolio, value $6,029,218.

    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 85,361 shares
    Change vs previous 13F -24,943 shares

    0.02% of the 13F portfolio, value $6,331,246.

    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 110,304 shares
    Change vs previous 13F +15,370 shares

    0.04% of the 13F portfolio, value $7,990,402.

    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 94,934 shares
    Change vs previous 13F -3,219 shares

    0.03% of the 13F portfolio, value $6,362,461.

    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 98,153 shares
    Change vs previous 13F -56,772 shares

    0.04% of the 13F portfolio, value $5,936,287.

    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 154,925 shares
    Change vs previous 13F +13,461 shares

    0.06% of the 13F portfolio, value $9,876,441.

    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 141,464 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,799,041.

    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).