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Disclosery

NewEdge Advisors, LLC: EXC position timeline

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

NewEdge Advisors, LLC held 60,175 EXC 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 60,175 shares
    Change vs previous 13F -20,006 shares

    0.01% of the 13F portfolio, value $2,805,373.

    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 80,181 shares
    Change vs previous 13F -197 shares

    0.01% of the 13F portfolio, value $3,930,495.

    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 80,378 shares
    Change vs previous 13F +8,577 shares

    0.01% of the 13F portfolio, value $3,503,688.

    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 71,801 shares
    Change vs previous 13F +20,479 shares

    0.01% of the 13F portfolio, value $3,231,765.

    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 51,322 shares
    Change vs previous 13F -8,432 shares

    0.01% of the 13F portfolio, value $2,228,409.

    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 59,754 shares
    Change vs previous 13F +20,687 shares

    0.02% of the 13F portfolio, value $2,753,438.

    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 39,067 shares
    Change vs previous 13F +7,984 shares

    0.01% of the 13F portfolio, value $1,470,482.

    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 31,083 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,260,418.

    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).