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Disclosery

NewEdge Advisors, LLC: DIA position timeline

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

NewEdge Advisors, LLC held 85,305 DIA 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 85,305 shares
    Change vs previous 13F +4,218 shares

    0.13% of the 13F portfolio, value $44,562,814.

    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 81,087 shares
    Change vs previous 13F +15,151 shares

    0.14% of the 13F portfolio, value $37,558,791.

    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 65,936 shares
    Change vs previous 13F -9,152 shares

    0.11% of the 13F portfolio, value $31,687,192.

    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 75,088 shares
    Change vs previous 13F +8,981 shares

    0.16% of the 13F portfolio, value $34,821,636.

    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 66,107 shares
    Change vs previous 13F +5,393 shares

    0.15% of the 13F portfolio, value $29,130,384.

    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 60,714 shares
    Change vs previous 13F +1,584 shares

    0.15% of the 13F portfolio, value $25,492,528.

    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 59,130 shares
    Change vs previous 13F +2,068 shares

    0.15% of the 13F portfolio, value $25,160,005.

    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 57,062 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $24,144,146.

    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).