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Disclosery

NewEdge Advisors, LLC: FDD position timeline

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

NewEdge Advisors, LLC held 206,138 FDD 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 206,138 shares
    Change vs previous 13F +36,069 shares

    0.01% of the 13F portfolio, value $3,823,859.

    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 170,069 shares
    Change vs previous 13F +26,718 shares

    0.01% of the 13F portfolio, value $3,028,931.

    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 143,351 shares
    Change vs previous 13F +124,609 shares

    0.01% of the 13F portfolio, value $2,508,642.

    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 18,742 shares
    Change vs previous 13F +4,637 shares

    <0.01% of the 13F portfolio, value $302,676.

    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 14,105 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $219,192.

    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).