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Disclosery

NewEdge Advisors, LLC: DSU position timeline

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

NewEdge Advisors, LLC held 85,502 DSU 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 85,502 shares
    Change vs previous 13F -2,926 shares

    <0.01% of the 13F portfolio, value $829,365.

    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 88,428 shares
    Change vs previous 13F +3,787 shares

    <0.01% of the 13F portfolio, value $848,021.

    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 84,641 shares
    Change vs previous 13F -3,866 shares

    <0.01% of the 13F portfolio, value $861,642.

    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 88,507 shares
    Change vs previous 13F +1,972 shares

    <0.01% of the 13F portfolio, value $939,940.

    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 86,535 shares
    Change vs previous 13F +2,156 shares

    <0.01% of the 13F portfolio, value $913,806.

    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 84,379 shares
    Change vs previous 13F +5,530 shares

    0.01% of the 13F portfolio, value $880,920.

    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 78,849 shares
    Change vs previous 13F +1,981 shares

    0.01% of the 13F portfolio, value $848,419.

    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 76,868 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $847,855.

    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).