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Disclosery

NewEdge Advisors, LLC: HRB position timeline

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

NewEdge Advisors, LLC held 19,433 HRB 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 19,433 shares
    Change vs previous 13F +5,242 shares

    <0.01% of the 13F portfolio, value $740,018.

    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 14,191 shares
    Change vs previous 13F -39,383 shares

    <0.01% of the 13F portfolio, value $450,430.

    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 53,574 shares
    Change vs previous 13F +1,496 shares

    0.01% of the 13F portfolio, value $2,334,766.

    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 52,078 shares
    Change vs previous 13F +16,911 shares

    0.01% of the 13F portfolio, value $2,633,611.

    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 35,167 shares
    Change vs previous 13F +697 shares

    0.01% of the 13F portfolio, value $1,930,306.

    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 34,470 shares
    Change vs previous 13F -2,115 shares

    0.01% of the 13F portfolio, value $1,892,767.

    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 36,585 shares
    Change vs previous 13F +2,911 shares

    0.01% of the 13F portfolio, value $1,933,120.

    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 33,674 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,139,981.

    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).