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NewEdge Advisors, LLC: FTXO position timeline

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

NewEdge Advisors, LLC held 154,964 FTXO 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 154,964 shares
    Change vs previous 13F +4,964 shares

    0.02% of the 13F portfolio, value $6,404,651.

    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 150,000 shares
    Change vs previous 13F +68,593 shares

    0.02% of the 13F portfolio, value $5,425,477.

    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 81,407 shares
    Change vs previous 13F +55,971 shares

    0.01% of the 13F portfolio, value $3,076,281.

    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 25,436 shares
    Change vs previous 13F +1,521 shares

    <0.01% of the 13F portfolio, value $905,718.

    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 23,915 shares
    Change vs previous 13F +2,841 shares

    <0.01% of the 13F portfolio, value $789,914.

    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 21,074 shares
    Change vs previous 13F +18,691 shares

    <0.01% of the 13F portfolio, value $640,643.

    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 2,383 shares
    Change vs previous 13F -17,287 shares

    <0.01% of the 13F portfolio, value $75,809.

    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 19,670 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $572,013.

    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).