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NewEdge Advisors, LLC: FVD position timeline

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

NewEdge Advisors, LLC held 584,925 FVD 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 584,925 shares
    Change vs previous 13F +11,166 shares

    0.08% of the 13F portfolio, value $28,181,679.

    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 573,759 shares
    Change vs previous 13F +99,279 shares

    0.1% of the 13F portfolio, value $26,983,861.

    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 474,480 shares
    Change vs previous 13F +63,868 shares

    0.08% of the 13F portfolio, value $21,864,044.

    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 410,612 shares
    Change vs previous 13F -110 shares

    0.09% of the 13F portfolio, value $18,986,716.

    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 410,722 shares
    Change vs previous 13F +52,360 shares

    0.09% of the 13F portfolio, value $18,359,263.

    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 358,362 shares
    Change vs previous 13F -5,740 shares

    0.09% of the 13F portfolio, value $15,979,357.

    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 364,102 shares
    Change vs previous 13F +15,376 shares

    0.1% of the 13F portfolio, value $15,889,390.

    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 348,726 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,863,536.

    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).