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Disclosery

NewEdge Advisors, LLC: FV position timeline

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

NewEdge Advisors, LLC held 552,680 FV 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 552,680 shares
    Change vs previous 13F +2,792 shares

    0.12% of the 13F portfolio, value $41,937,265.

    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 549,888 shares
    Change vs previous 13F -379,808 shares

    0.12% of the 13F portfolio, value $33,233,802.

    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 929,696 shares
    Change vs previous 13F -10,818 shares

    0.21% of the 13F portfolio, value $58,496,180.

    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 940,514 shares
    Change vs previous 13F +96,612 shares

    0.26% of the 13F portfolio, value $58,236,586.

    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 843,902 shares
    Change vs previous 13F -278,741 shares

    0.26% of the 13F portfolio, value $50,009,605.

    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 1,122,643 shares
    Change vs previous 13F +105,185 shares

    0.37% of the 13F portfolio, value $61,588,168.

    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 1,017,458 shares
    Change vs previous 13F +24,439 shares

    0.36% of the 13F portfolio, value $60,091,090.

    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 993,019 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $57,863,252.

    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).