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Disclosery

NewEdge Advisors, LLC: FEX position timeline

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

NewEdge Advisors, LLC held 5,490 FEX 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 5,490 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $767,961.

    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 5,625 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $685,838.

    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 5,691 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $675,125.

    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 5,684 shares
    Change vs previous 13F -600 shares

    <0.01% of the 13F portfolio, value $663,967.

    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 6,284 shares
    Change vs previous 13F +1,355 shares

    <0.01% of the 13F portfolio, value $691,007.

    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 4,929 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $504,981.

    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 4,918 shares
    Change vs previous 13F -2,704 shares

    <0.01% of the 13F portfolio, value $512,940.

    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 7,622 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $794,037.

    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).