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NewEdge Advisors, LLC: EFV position timeline

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

NewEdge Advisors, LLC held 1,235,409 EFV 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 1,235,409 shares
    Change vs previous 13F -1,208,166 shares

    0.28% of the 13F portfolio, value $94,570,592.

    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 2,443,575 shares
    Change vs previous 13F +407,636 shares

    0.66% of the 13F portfolio, value $181,679,886.

    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 2,035,939 shares
    Change vs previous 13F -190,327 shares

    0.53% of the 13F portfolio, value $145,386,405.

    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 2,226,266 shares
    Change vs previous 13F -291,362 shares

    0.69% of the 13F portfolio, value $151,007,584.

    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 2,517,628 shares
    Change vs previous 13F +865,488 shares

    0.82% of the 13F portfolio, value $159,818,983.

    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 1,652,140 shares
    Change vs previous 13F -492,674 shares

    0.58% of the 13F portfolio, value $97,377,050.

    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 2,144,814 shares
    Change vs previous 13F +389,679 shares

    0.68% of the 13F portfolio, value $112,538,413.

    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 1,755,135 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $100,972,891.

    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).