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NewEdge Advisors, LLC: FIXD position timeline

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

NewEdge Advisors, LLC held 1,073,904 FIXD 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 1,073,904 shares
    Change vs previous 13F +216,559 shares

    0.14% of the 13F portfolio, value $46,832,937.

    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 857,345 shares
    Change vs previous 13F +79,396 shares

    0.14% of the 13F portfolio, value $37,371,669.

    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 777,949 shares
    Change vs previous 13F +285,894 shares

    0.13% of the 13F portfolio, value $34,478,693.

    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 492,055 shares
    Change vs previous 13F +12,827 shares

    0.1% of the 13F portfolio, value $21,857,066.

    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 479,228 shares
    Change vs previous 13F -214,537 shares

    0.11% of the 13F portfolio, value $21,033,306.

    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 693,765 shares
    Change vs previous 13F -99,219 shares

    0.18% of the 13F portfolio, value $30,414,660.

    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 792,984 shares
    Change vs previous 13F +24,679 shares

    0.2% of the 13F portfolio, value $34,074,544.

    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 768,305 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $34,758,112.

    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).