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Disclosery

NewEdge Advisors, LLC: FDIS position timeline

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

NewEdge Advisors, LLC held 7,246 FDIS 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 7,246 shares
    Change vs previous 13F -2,416 shares

    <0.01% of the 13F portfolio, value $745,139.

    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 9,662 shares
    Change vs previous 13F -3,528 shares

    <0.01% of the 13F portfolio, value $901,083.

    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 13,190 shares
    Change vs previous 13F -1,387 shares

    <0.01% of the 13F portfolio, value $1,347,510.

    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 14,577 shares
    Change vs previous 13F -623 shares

    0.01% of the 13F portfolio, value $1,499,582.

    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 15,200 shares
    Change vs previous 13F -1,574 shares

    0.01% of the 13F portfolio, value $1,429,958.

    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 16,774 shares
    Change vs previous 13F -4,439 shares

    0.01% of the 13F portfolio, value $1,417,641.

    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 21,213 shares
    Change vs previous 13F -2,693 shares

    0.01% of the 13F portfolio, value $2,067,404.

    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 23,906 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,114,204.

    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).