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NewEdge Advisors, LLC: FDVV position timeline

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

NewEdge Advisors, LLC held 89,973 FDVV 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 89,973 shares
    Change vs previous 13F -17,729 shares

    0.02% of the 13F portfolio, value $5,424,488.

    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 107,702 shares
    Change vs previous 13F +8,392 shares

    0.02% of the 13F portfolio, value $5,949,499.

    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 99,310 shares
    Change vs previous 13F -26,561 shares

    0.02% of the 13F portfolio, value $5,629,898.

    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 125,871 shares
    Change vs previous 13F +13,038 shares

    0.03% of the 13F portfolio, value $7,012,231.

    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 112,833 shares
    Change vs previous 13F +37,501 shares

    0.03% of the 13F portfolio, value $5,869,601.

    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 75,332 shares
    Change vs previous 13F -12,387 shares

    0.02% of the 13F portfolio, value $3,736,478.

    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 87,719 shares
    Change vs previous 13F +13,989 shares

    0.03% of the 13F portfolio, value $4,380,669.

    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 73,730 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,734,446.

    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).