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Disclosery

NewEdge Advisors, LLC: FXD position timeline

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

NewEdge Advisors, LLC held 8,476 FXD 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 8,476 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $586,258.

    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 8,518 shares
    Change vs previous 13F -434 shares

    <0.01% of the 13F portfolio, value $545,320.

    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 8,952 shares
    Change vs previous 13F -1,715 shares

    <0.01% of the 13F portfolio, value $612,073.

    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 10,667 shares
    Change vs previous 13F -1,897 shares

    <0.01% of the 13F portfolio, value $727,705.

    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 12,564 shares
    Change vs previous 13F -12,533 shares

    <0.01% of the 13F portfolio, value $797,033.

    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 25,097 shares
    Change vs previous 13F -300,451 shares

    0.01% of the 13F portfolio, value $1,452,807.

    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 325,548 shares
    Change vs previous 13F +23,047 shares

    0.13% of the 13F portfolio, value $21,040,118.

    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 302,501 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $19,145,258.

    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).