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NewEdge Advisors, LLC: DOW position timeline

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

NewEdge Advisors, LLC held 254,857 DOW 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 254,857 shares
    Change vs previous 13F -40,347 shares

    0.02% of the 13F portfolio, value $6,972,881.

    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 295,204 shares
    Change vs previous 13F +53,055 shares

    0.04% of the 13F portfolio, value $12,295,245.

    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 242,149 shares
    Change vs previous 13F -14,108 shares

    0.02% of the 13F portfolio, value $5,661,447.

    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 256,257 shares
    Change vs previous 13F +33,498 shares

    0.03% of the 13F portfolio, value $5,875,984.

    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 222,759 shares
    Change vs previous 13F +64,568 shares

    0.03% of the 13F portfolio, value $5,898,660.

    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 158,191 shares
    Change vs previous 13F +54,715 shares

    0.03% of the 13F portfolio, value $5,524,034.

    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 103,476 shares
    Change vs previous 13F -8,287 shares

    0.02% of the 13F portfolio, value $4,152,466.

    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 111,763 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,105,591.

    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).