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NewEdge Advisors, LLC: HTRB position timeline

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

NewEdge Advisors, LLC held 22,681 HTRB 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 22,681 shares
    Change vs previous 13F -14,207 shares

    <0.01% of the 13F portfolio, value $765,144.

    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 36,888 shares
    Change vs previous 13F -2,811 shares

    <0.01% of the 13F portfolio, value $1,244,596.

    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 39,699 shares
    Change vs previous 13F +453 shares

    <0.01% of the 13F portfolio, value $1,355,722.

    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 39,246 shares
    Change vs previous 13F -185,323 shares

    0.01% of the 13F portfolio, value $1,345,745.

    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 224,569 shares
    Change vs previous 13F +15,476 shares

    0.04% of the 13F portfolio, value $7,606,159.

    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 209,093 shares
    Change vs previous 13F +6,629 shares

    0.04% of the 13F portfolio, value $7,079,900.

    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 202,464 shares
    Change vs previous 13F +190,984 shares

    0.04% of the 13F portfolio, value $6,748,134.

    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 11,480 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $401,358.

    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).