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Disclosery

NewEdge Advisors, LLC: IT position timeline

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

NewEdge Advisors, LLC held 4,044 IT 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 4,044 shares
    Change vs previous 13F -111 shares

    <0.01% of the 13F portfolio, value $524,235.

    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 4,155 shares
    Change vs previous 13F +738 shares

    <0.01% of the 13F portfolio, value $657,901.

    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 3,417 shares
    Change vs previous 13F -405 shares

    <0.01% of the 13F portfolio, value $862,115.

    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 3,822 shares
    Change vs previous 13F +187 shares

    <0.01% of the 13F portfolio, value $1,004,646.

    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 3,635 shares
    Change vs previous 13F -238 shares

    0.01% of the 13F portfolio, value $1,469,448.

    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 3,873 shares
    Change vs previous 13F -412 shares

    0.01% of the 13F portfolio, value $1,625,764.

    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 4,285 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $2,075,910.

    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 4,143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,099,680.

    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).