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NewEdge Advisors, LLC: MBB position timeline

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

NewEdge Advisors, LLC held 984,369 MBB 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 984,369 shares
    Change vs previous 13F +167,127 shares

    0.28% of the 13F portfolio, value $93,042,538.

    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 817,242 shares
    Change vs previous 13F +51,204 shares

    0.28% of the 13F portfolio, value $77,597,190.

    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 766,038 shares
    Change vs previous 13F +64,545 shares

    0.26% of the 13F portfolio, value $72,942,155.

    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 701,493 shares
    Change vs previous 13F +51,723 shares

    0.3% of the 13F portfolio, value $66,747,062.

    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 649,770 shares
    Change vs previous 13F +49,635 shares

    0.31% of the 13F portfolio, value $61,006,790.

    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 600,135 shares
    Change vs previous 13F -86,139 shares

    0.33% of the 13F portfolio, value $56,280,625.

    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 686,274 shares
    Change vs previous 13F +138,678 shares

    0.38% of the 13F portfolio, value $62,917,506.

    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 547,596 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $52,465,220.

    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).