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Disclosery

NewEdge Advisors, LLC: DOCS position timeline

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

NewEdge Advisors, LLC held 1,082 DOCS 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 1,082 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $22,442.

    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 1,064 shares
    Change vs previous 13F -4,833 shares

    <0.01% of the 13F portfolio, value $24,792.

    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 5,897 shares
    Change vs previous 13F +4,889 shares

    <0.01% of the 13F portfolio, value $261,120.

    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 1,008 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $73,735.

    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 1,088 shares
    Change vs previous 13F -5,235 shares

    <0.01% of the 13F portfolio, value $66,739.

    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 6,323 shares
    Change vs previous 13F +5,437 shares

    <0.01% of the 13F portfolio, value $366,924.

    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 886 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $47,304.

    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 946 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41,217.

    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).