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Disclosery

NewEdge Advisors, LLC: DTCR position timeline

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

NewEdge Advisors, LLC held 66,082 DTCR 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 66,082 shares
    Change vs previous 13F +12,602 shares

    0.01% of the 13F portfolio, value $2,006,903.

    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 53,480 shares
    Change vs previous 13F +8,245 shares

    <0.01% of the 13F portfolio, value $1,281,380.

    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 45,235 shares
    Change vs previous 13F +11,410 shares

    <0.01% of the 13F portfolio, value $954,468.

    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 33,825 shares
    Change vs previous 13F +10,763 shares

    <0.01% of the 13F portfolio, value $692,726.

    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 23,062 shares
    Change vs previous 13F +9,009 shares

    <0.01% of the 13F portfolio, value $429,889.

    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 14,053 shares
    Change vs previous 13F +12,587 shares

    <0.01% of the 13F portfolio, value $228,513.

    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 1,466 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,263.

    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).