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NewEdge Advisors, LLC: DLY position timeline

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

NewEdge Advisors, LLC held 53,858 DLY 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 53,858 shares
    Change vs previous 13F -1,300 shares

    <0.01% of the 13F portfolio, value $757,782.

    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 55,158 shares
    Change vs previous 13F +908 shares

    <0.01% of the 13F portfolio, value $767,799.

    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 54,250 shares
    Change vs previous 13F +4,500 shares

    <0.01% of the 13F portfolio, value $788,795.

    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 49,750 shares
    Change vs previous 13F +5,385 shares

    <0.01% of the 13F portfolio, value $750,230.

    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 44,365 shares
    Change vs previous 13F +9,215 shares

    <0.01% of the 13F portfolio, value $691,650.

    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 35,150 shares
    Change vs previous 13F +5,500 shares

    <0.01% of the 13F portfolio, value $565,915.

    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 29,650 shares
    Change vs previous 13F +14,200 shares

    <0.01% of the 13F portfolio, value $469,360.

    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 15,450 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,316.

    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).