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Disclosery

NewEdge Advisors, LLC: DOX position timeline

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

NewEdge Advisors, LLC held 501 DOX 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 501 shares
    Change vs previous 13F -98 shares

    <0.01% of the 13F portfolio, value $25,341.

    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 599 shares
    Change vs previous 13F -10,677 shares

    <0.01% of the 13F portfolio, value $39,083.

    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 11,276 shares
    Change vs previous 13F +897 shares

    <0.01% of the 13F portfolio, value $907,818.

    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 10,379 shares
    Change vs previous 13F -945 shares

    <0.01% of the 13F portfolio, value $851,600.

    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 11,324 shares
    Change vs previous 13F -653 shares

    0.01% of the 13F portfolio, value $1,033,189.

    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 11,977 shares
    Change vs previous 13F -2,712 shares

    0.01% of the 13F portfolio, value $1,095,888.

    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 14,689 shares
    Change vs previous 13F +9,610 shares

    0.01% of the 13F portfolio, value $1,250,587.

    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 5,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $444,239.

    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).