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Disclosery

NewEdge Advisors, LLC: IR position timeline

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

NewEdge Advisors, LLC held 8,196 IR 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 8,196 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $672,056.

    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 8,188 shares
    Change vs previous 13F +1,181 shares

    <0.01% of the 13F portfolio, value $656,025.

    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 7,007 shares
    Change vs previous 13F +711 shares

    <0.01% of the 13F portfolio, value $555,114.

    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 6,296 shares
    Change vs previous 13F +163 shares

    <0.01% of the 13F portfolio, value $520,184.

    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 6,133 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $510,144.

    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 6,168 shares
    Change vs previous 13F +282 shares

    <0.01% of the 13F portfolio, value $493,688.

    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 5,886 shares
    Change vs previous 13F +1,198 shares

    <0.01% of the 13F portfolio, value $532,497.

    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 4,688 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $460,213.

    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).