Skip to content
Disclosery

NewEdge Advisors, LLC: JRI position timeline

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

NewEdge Advisors, LLC held 56,714 JRI 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 56,714 shares
    Change vs previous 13F +29,498 shares

    <0.01% of the 13F portfolio, value $735,010.

    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 27,216 shares
    Change vs previous 13F -960 shares

    <0.01% of the 13F portfolio, value $334,762.

    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 28,176 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $383,471.

    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 28,219 shares
    Change vs previous 13F +1,311 shares

    <0.01% of the 13F portfolio, value $402,122.

    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 26,908 shares
    Change vs previous 13F -2,556 shares

    <0.01% of the 13F portfolio, value $363,254.

    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 29,464 shares
    Change vs previous 13F -900 shares

    <0.01% of the 13F portfolio, value $381,261.

    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 30,364 shares
    Change vs previous 13F -745 shares

    <0.01% of the 13F portfolio, value $368,311.

    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 31,109 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $425,255.

    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).