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Disclosery

NewEdge Advisors, LLC: HODL position timeline

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

NewEdge Advisors, LLC held 13,416 HODL 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 13,416 shares
    Change vs previous 13F -7,137 shares

    <0.01% of the 13F portfolio, value $222,840.

    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 20,553 shares
    Change vs previous 13F -29,553 shares

    <0.01% of the 13F portfolio, value $393,795.

    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 50,106 shares
    Change vs previous 13F -253,169 shares

    <0.01% of the 13F portfolio, value $1,239,121.

    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 303,275 shares
    Change vs previous 13F +47,347 shares

    0.04% of the 13F portfolio, value $9,817,012.

    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 255,928 shares
    Change vs previous 13F +126,483 shares

    0.04% of the 13F portfolio, value $7,798,126.

    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 129,445 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,017,363.

    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).