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Disclosery

NewEdge Advisors, LLC: FIW position timeline

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

NewEdge Advisors, LLC held 12,670 FIW 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 12,670 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $1,387,677.

    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 12,623 shares
    Change vs previous 13F +650 shares

    <0.01% of the 13F portfolio, value $1,301,833.

    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 11,973 shares
    Change vs previous 13F -2,314 shares

    <0.01% of the 13F portfolio, value $1,300,754.

    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 14,287 shares
    Change vs previous 13F -18,846 shares

    0.01% of the 13F portfolio, value $1,605,198.

    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 33,133 shares
    Change vs previous 13F -29,737 shares

    0.02% of the 13F portfolio, value $3,577,747.

    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 62,870 shares
    Change vs previous 13F +4,880 shares

    0.04% of the 13F portfolio, value $6,331,702.

    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 57,990 shares
    Change vs previous 13F +1,014 shares

    0.04% of the 13F portfolio, value $5,917,795.

    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 56,976 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,229,157.

    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).