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Disclosery

NewEdge Advisors, LLC: EXR position timeline

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

NewEdge Advisors, LLC held 6,121 EXR 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 6,121 shares
    Change vs previous 13F +299 shares

    <0.01% of the 13F portfolio, value $889,417.

    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 5,822 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $763,354.

    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 5,781 shares
    Change vs previous 13F +237 shares

    <0.01% of the 13F portfolio, value $752,803.

    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 5,544 shares
    Change vs previous 13F -1,769 shares

    <0.01% of the 13F portfolio, value $781,404.

    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 7,313 shares
    Change vs previous 13F +3,904 shares

    0.01% of the 13F portfolio, value $1,078,209.

    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 3,409 shares
    Change vs previous 13F +291 shares

    <0.01% of the 13F portfolio, value $506,141.

    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 3,118 shares
    Change vs previous 13F -2,461 shares

    <0.01% of the 13F portfolio, value $466,408.

    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 5,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,005,300.

    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).