Skip to content

NewEdge Advisors, LLC: FDRR position timeline

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

NewEdge Advisors, LLC held 88,964 FDRR 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 88,964 shares
    Change vs previous 13F +533 shares

    0.02% of the 13F portfolio, value $5,771,981.

    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 88,431 shares
    Change vs previous 13F +1,979 shares

    0.02% of the 13F portfolio, value $5,200,013.

    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 86,452 shares
    Change vs previous 13F -2,719 shares

    0.02% of the 13F portfolio, value $5,275,290.

    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 89,171 shares
    Change vs previous 13F +32,491 shares

    0.02% of the 13F portfolio, value $5,227,110.

    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 56,680 shares
    Change vs previous 13F -2,834 shares

    0.02% of the 13F portfolio, value $3,073,703.

    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 59,514 shares
    Change vs previous 13F -9,474 shares

    0.02% of the 13F portfolio, value $2,972,699.

    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 68,988 shares
    Change vs previous 13F +795 shares

    0.02% of the 13F portfolio, value $3,544,554.

    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 68,193 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,511,919.

    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).