Skip to content
Disclosery

NewEdge Advisors, LLC: FDS position timeline

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

NewEdge Advisors, LLC held 6,358 FDS 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 6,358 shares
    Change vs previous 13F +2,959 shares

    <0.01% of the 13F portfolio, value $1,462,892.

    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 3,399 shares
    Change vs previous 13F -1,648 shares

    <0.01% of the 13F portfolio, value $737,604.

    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 5,047 shares
    Change vs previous 13F -111 shares

    0.01% of the 13F portfolio, value $1,464,753.

    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 5,158 shares
    Change vs previous 13F -759 shares

    0.01% of the 13F portfolio, value $1,477,743.

    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 5,917 shares
    Change vs previous 13F +526 shares

    0.01% of the 13F portfolio, value $2,646,556.

    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 5,391 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $2,451,334.

    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 5,374 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $2,580,968.

    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 5,310 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,441,668.

    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).