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NewEdge Advisors, LLC: DTM position timeline

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

NewEdge Advisors, LLC held 14,194 DTM 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 14,194 shares
    Change vs previous 13F -189 shares

    0.01% of the 13F portfolio, value $2,082,901.

    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 14,383 shares
    Change vs previous 13F +492 shares

    0.01% of the 13F portfolio, value $1,936,876.

    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 13,891 shares
    Change vs previous 13F +748 shares

    0.01% of the 13F portfolio, value $1,662,414.

    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 13,143 shares
    Change vs previous 13F -641 shares

    0.01% of the 13F portfolio, value $1,485,984.

    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 13,784 shares
    Change vs previous 13F +153 shares

    0.01% of the 13F portfolio, value $1,515,084.

    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 13,631 shares
    Change vs previous 13F +218 shares

    0.01% of the 13F portfolio, value $1,315,115.

    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 13,413 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $1,333,644.

    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 13,271 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,043,857.

    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).