Skip to content
Disclosery

NewEdge Advisors, LLC: LOAN position timeline

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

NewEdge Advisors, LLC held 21,186 LOAN 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 21,186 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $95,761.

    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 21,186 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $94,278.

    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 21,186 shares
    Change vs previous 13F -1,750 shares

    <0.01% of the 13F portfolio, value $98,515.

    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 22,936 shares
    Change vs previous 13F +1,034 shares

    <0.01% of the 13F portfolio, value $125,822.

    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 21,902 shares
    Change vs previous 13F -207 shares

    <0.01% of the 13F portfolio, value $119,805.

    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 22,109 shares
    Change vs previous 13F -5,965 shares

    <0.01% of the 13F portfolio, value $130,666.

    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 28,074 shares
    Change vs previous 13F +6,215 shares

    <0.01% of the 13F portfolio, value $157,221.

    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 21,859 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $121,754.

    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).