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Disclosery

NewEdge Advisors, LLC: HLN position timeline

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

NewEdge Advisors, LLC held 133,508 HLN 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 133,508 shares
    Change vs previous 13F +21,693 shares

    <0.01% of the 13F portfolio, value $1,245,631.

    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 111,815 shares
    Change vs previous 13F -13,594 shares

    <0.01% of the 13F portfolio, value $1,119,268.

    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 125,409 shares
    Change vs previous 13F +60,234 shares

    <0.01% of the 13F portfolio, value $1,267,890.

    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 65,175 shares
    Change vs previous 13F +660 shares

    <0.01% of the 13F portfolio, value $584,623.

    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 64,515 shares
    Change vs previous 13F +6,513 shares

    <0.01% of the 13F portfolio, value $669,023.

    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 58,002 shares
    Change vs previous 13F -2,947 shares

    <0.01% of the 13F portfolio, value $596,844.

    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 60,949 shares
    Change vs previous 13F +27,163 shares

    <0.01% of the 13F portfolio, value $581,454.

    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 33,786 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $357,459.

    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).