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NewEdge Advisors, LLC: GTO position timeline

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

NewEdge Advisors, LLC held 241,027 GTO 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 241,027 shares
    Change vs previous 13F +6,079 shares

    0.03% of the 13F portfolio, value $11,296,918.

    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 234,948 shares
    Change vs previous 13F +20,913 shares

    0.04% of the 13F portfolio, value $11,002,627.

    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 214,035 shares
    Change vs previous 13F +27,229 shares

    0.04% of the 13F portfolio, value $10,149,504.

    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 186,806 shares
    Change vs previous 13F +70,564 shares

    0.04% of the 13F portfolio, value $8,875,149.

    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 116,242 shares
    Change vs previous 13F -280 shares

    0.03% of the 13F portfolio, value $5,450,621.

    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 116,522 shares
    Change vs previous 13F +3,891 shares

    0.03% of the 13F portfolio, value $5,468,350.

    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 112,631 shares
    Change vs previous 13F +6,510 shares

    0.03% of the 13F portfolio, value $5,226,063.

    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 106,121 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,125,640.

    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).