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NewEdge Advisors, LLC: FOR position timeline

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

NewEdge Advisors, LLC held 27,226 FOR 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 27,226 shares
    Change vs previous 13F +4,005 shares

    <0.01% of the 13F portfolio, value $861,705.

    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 23,221 shares
    Change vs previous 13F +6,055 shares

    <0.01% of the 13F portfolio, value $567,518.

    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 17,166 shares
    Change vs previous 13F +13,492 shares

    <0.01% of the 13F portfolio, value $422,798.

    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 3,674 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $97,691.

    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 3,940 shares
    Change vs previous 13F -889 shares

    <0.01% of the 13F portfolio, value $78,800.

    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 4,829 shares
    Change vs previous 13F +1,879 shares

    <0.01% of the 13F portfolio, value $102,090.

    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 2,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $76,464.

    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).