NewEdge Advisors, LLC: MTB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on MTB, newest first. How the timeline and the estimate are built.
NewEdge Advisors, LLC held 17,458 MTB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 17,458 sharesChange vs previous 13F +2,540 shares
0.01% of the 13F portfolio, value $4,155,249.
13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 14,918 sharesChange vs previous 13F -479 shares
0.01% of the 13F portfolio, value $3,083,850.
13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,397 sharesChange vs previous 13F -169 shares
0.01% of the 13F portfolio, value $3,102,081.
13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,566 sharesChange vs previous 13F +547 shares
0.01% of the 13F portfolio, value $3,076,295.
13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,019 sharesChange vs previous 13F +808 shares
0.02% of the 13F portfolio, value $2,913,542.
13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,211 sharesChange vs previous 13F -66 shares
0.02% of the 13F portfolio, value $2,540,054.
13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,277 sharesChange vs previous 13F -2,374 shares
0.02% of the 13F portfolio, value $2,684,182.
13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,651 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,966,022.
13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).