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NewEdge Advisors, LLC: MBS position timeline

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

NewEdge Advisors, LLC held 583,348 MBS 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 583,348 shares
    Change vs previous 13F -193,517 shares

    0.01% of the 13F portfolio, value $5,034,303.

    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 776,865 shares
    Change vs previous 13F +7,586 shares

    0.02% of the 13F portfolio, value $6,727,651.

    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 769,279 shares
    Change vs previous 13F +4,122 shares

    0.02% of the 13F portfolio, value $6,727,349.

    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 765,157 shares
    Change vs previous 13F +17,147 shares

    0.03% of the 13F portfolio, value $6,675,989.

    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 748,010 shares
    Change vs previous 13F +52,566 shares

    0.03% of the 13F portfolio, value $6,459,066.

    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 695,444 shares
    Change vs previous 13F +57,820 shares

    0.04% of the 13F portfolio, value $6,036,448.

    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 637,624 shares
    Change vs previous 13F +617,524 shares

    0.03% of the 13F portfolio, value $5,438,934.

    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 20,100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $178,890.

    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).