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NewEdge Advisors, LLC: MUB position timeline

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

NewEdge Advisors, LLC held 245,557 MUB 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 245,557 shares
    Change vs previous 13F +27,252 shares

    0.08% of the 13F portfolio, value $26,426,901.

    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 218,305 shares
    Change vs previous 13F +20,880 shares

    0.08% of the 13F portfolio, value $23,173,146.

    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 197,425 shares
    Change vs previous 13F -8,334 shares

    0.08% of the 13F portfolio, value $21,146,066.

    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 205,759 shares
    Change vs previous 13F -13,844 shares

    0.1% of the 13F portfolio, value $21,911,240.

    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 219,603 shares
    Change vs previous 13F -6,139 shares

    0.12% of the 13F portfolio, value $22,944,140.

    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 225,742 shares
    Change vs previous 13F -23,633 shares

    0.14% of the 13F portfolio, value $23,802,122.

    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 249,375 shares
    Change vs previous 13F +133,198 shares

    0.16% of the 13F portfolio, value $26,570,927.

    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 116,177 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $12,620,334.

    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).