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NewEdge Advisors, LLC: FISR position timeline

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

NewEdge Advisors, LLC held 848,331 FISR 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 848,331 shares
    Change vs previous 13F -3,124 shares

    0.06% of the 13F portfolio, value $21,759,693.

    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 851,455 shares
    Change vs previous 13F +57,734 shares

    0.08% of the 13F portfolio, value $21,899,430.

    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 793,721 shares
    Change vs previous 13F +76,636 shares

    0.07% of the 13F portfolio, value $20,565,310.

    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 717,085 shares
    Change vs previous 13F -110,158 shares

    0.08% of the 13F portfolio, value $18,683,658.

    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 827,243 shares
    Change vs previous 13F +106,221 shares

    0.11% of the 13F portfolio, value $21,375,983.

    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 721,022 shares
    Change vs previous 13F +154,186 shares

    0.11% of the 13F portfolio, value $18,660,066.

    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 566,836 shares
    Change vs previous 13F -468 shares

    0.09% of the 13F portfolio, value $14,375,234.

    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 567,304 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,084,058.

    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).