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Disclosery

NewEdge Advisors, LLC: FXR position timeline

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

NewEdge Advisors, LLC held 32,516 FXR 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 32,516 shares
    Change vs previous 13F +4,531 shares

    0.01% of the 13F portfolio, value $2,962,875.

    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 27,985 shares
    Change vs previous 13F -17,925 shares

    0.01% of the 13F portfolio, value $2,284,414.

    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 45,910 shares
    Change vs previous 13F -258,468 shares

    0.01% of the 13F portfolio, value $3,666,792.

    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 304,378 shares
    Change vs previous 13F -11,334 shares

    0.11% of the 13F portfolio, value $23,759,729.

    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 315,712 shares
    Change vs previous 13F +13,837 shares

    0.12% of the 13F portfolio, value $23,432,077.

    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 301,875 shares
    Change vs previous 13F +11,776 shares

    0.12% of the 13F portfolio, value $21,022,531.

    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 290,099 shares
    Change vs previous 13F +16,559 shares

    0.13% of the 13F portfolio, value $21,702,315.

    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 273,540 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $20,723,317.

    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).