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NewEdge Advisors, LLC: FPE position timeline

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

NewEdge Advisors, LLC held 89,275 FPE 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 89,275 shares
    Change vs previous 13F -10,215 shares

    <0.01% of the 13F portfolio, value $1,596,240.

    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 99,490 shares
    Change vs previous 13F -4,277 shares

    0.01% of the 13F portfolio, value $1,765,959.

    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 103,767 shares
    Change vs previous 13F -261,309 shares

    0.01% of the 13F portfolio, value $1,890,641.

    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 365,076 shares
    Change vs previous 13F -6,789 shares

    0.03% of the 13F portfolio, value $6,658,975.

    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 371,865 shares
    Change vs previous 13F +9,236 shares

    0.03% of the 13F portfolio, value $6,619,193.

    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 362,629 shares
    Change vs previous 13F +26,327 shares

    0.04% of the 13F portfolio, value $6,378,641.

    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 336,302 shares
    Change vs previous 13F +101,827 shares

    0.04% of the 13F portfolio, value $5,952,532.

    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 234,475 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,244,009.

    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).