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NewEdge Advisors, LLC: FDLO position timeline

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

NewEdge Advisors, LLC held 123,304 FDLO 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 123,304 shares
    Change vs previous 13F +7,240 shares

    0.03% of the 13F portfolio, value $8,425,994.

    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 116,064 shares
    Change vs previous 13F -9,572 shares

    0.03% of the 13F portfolio, value $7,496,540.

    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 125,636 shares
    Change vs previous 13F -49,545 shares

    0.03% of the 13F portfolio, value $8,386,196.

    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 175,181 shares
    Change vs previous 13F -1,030 shares

    0.05% of the 13F portfolio, value $11,539,180.

    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 176,211 shares
    Change vs previous 13F +58,317 shares

    0.06% of the 13F portfolio, value $11,066,079.

    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 117,894 shares
    Change vs previous 13F +15,368 shares

    0.04% of the 13F portfolio, value $7,146,734.

    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 102,526 shares
    Change vs previous 13F -2,666 shares

    0.04% of the 13F portfolio, value $6,212,011.

    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 105,192 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,453,513.

    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).