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NewEdge Advisors, LLC: DOC position timeline

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

NewEdge Advisors, LLC held 146,336 DOC 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 146,336 shares
    Change vs previous 13F +27,508 shares

    0.01% of the 13F portfolio, value $3,131,600.

    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 118,828 shares
    Change vs previous 13F +108,615 shares

    0.01% of the 13F portfolio, value $1,952,359.

    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 10,213 shares
    Change vs previous 13F -1,893 shares

    <0.01% of the 13F portfolio, value $164,223.

    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 12,106 shares
    Change vs previous 13F +10,087 shares

    <0.01% of the 13F portfolio, value $231,834.

    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 2,019 shares
    Change vs previous 13F -10,392 shares

    <0.01% of the 13F portfolio, value $35,352.

    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 12,411 shares
    Change vs previous 13F -1,998 shares

    <0.01% of the 13F portfolio, value $250,949.

    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 14,409 shares
    Change vs previous 13F +1,371 shares

    <0.01% of the 13F portfolio, value $292,070.

    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 13,038 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $298,181.

    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).