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Disclosery

NewEdge Advisors, LLC: EW position timeline

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

NewEdge Advisors, LLC held 5,474 EW 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 5,474 shares
    Change vs previous 13F -687 shares

    <0.01% of the 13F portfolio, value $495,175.

    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 6,161 shares
    Change vs previous 13F -20,977 shares

    <0.01% of the 13F portfolio, value $493,374.

    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 27,138 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $2,313,500.

    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 27,144 shares
    Change vs previous 13F -8,493 shares

    0.01% of the 13F portfolio, value $2,110,990.

    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 35,637 shares
    Change vs previous 13F +2,665 shares

    0.01% of the 13F portfolio, value $2,787,169.

    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 32,972 shares
    Change vs previous 13F -71,678 shares

    0.01% of the 13F portfolio, value $2,389,805.

    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 104,650 shares
    Change vs previous 13F +14,683 shares

    0.05% of the 13F portfolio, value $7,747,241.

    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 89,967 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,937,087.

    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).