Skip to content
Disclosery

NewEdge Advisors, LLC: L position timeline

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

NewEdge Advisors, LLC held 5,092 L 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 5,092 shares
    Change vs previous 13F +924 shares

    <0.01% of the 13F portfolio, value $576,470.

    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 4,168 shares
    Change vs previous 13F +95 shares

    <0.01% of the 13F portfolio, value $444,913.

    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 4,073 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $428,944.

    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 4,092 shares
    Change vs previous 13F +58 shares

    <0.01% of the 13F portfolio, value $410,810.

    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 4,034 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $369,767.

    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 3,986 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $366,362.

    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 4,137 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $350,369.

    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 4,020 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $317,786.

    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).