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NewEdge Advisors, LLC: FTA position timeline

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

NewEdge Advisors, LLC held 160,678 FTA 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 160,678 shares
    Change vs previous 13F +4,496 shares

    0.05% of the 13F portfolio, value $15,553,432.

    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 156,182 shares
    Change vs previous 13F +56,797 shares

    0.05% of the 13F portfolio, value $14,423,404.

    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 99,385 shares
    Change vs previous 13F +71,586 shares

    0.03% of the 13F portfolio, value $8,561,842.

    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 27,799 shares
    Change vs previous 13F +1,816 shares

    0.01% of the 13F portfolio, value $2,316,355.

    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 25,983 shares
    Change vs previous 13F +583 shares

    0.01% of the 13F portfolio, value $2,043,094.

    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 25,400 shares
    Change vs previous 13F -7,033 shares

    0.01% of the 13F portfolio, value $1,948,662.

    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 32,433 shares
    Change vs previous 13F +26,233 shares

    0.01% of the 13F portfolio, value $2,479,811.

    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 6,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $490,579.

    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).