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NewEdge Advisors, LLC: FSMB position timeline

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

NewEdge Advisors, LLC held 511,049 FSMB 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 511,049 shares
    Change vs previous 13F -20,096 shares

    0.03% of the 13F portfolio, value $10,215,883.

    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 531,145 shares
    Change vs previous 13F +43,529 shares

    0.04% of the 13F portfolio, value $10,601,650.

    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 487,616 shares
    Change vs previous 13F +45,972 shares

    0.04% of the 13F portfolio, value $9,774,265.

    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 441,644 shares
    Change vs previous 13F +23,864 shares

    0.04% of the 13F portfolio, value $8,868,213.

    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 417,780 shares
    Change vs previous 13F +47,538 shares

    0.04% of the 13F portfolio, value $8,315,920.

    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 370,242 shares
    Change vs previous 13F +176,922 shares

    0.04% of the 13F portfolio, value $7,356,715.

    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 193,320 shares
    Change vs previous 13F +9,259 shares

    0.02% of the 13F portfolio, value $3,835,479.

    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 184,061 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,683,058.

    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).