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NewEdge Advisors, LLC: MUNI position timeline

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

NewEdge Advisors, LLC held 595,078 MUNI 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 595,078 shares
    Change vs previous 13F +83,823 shares

    0.09% of the 13F portfolio, value $31,301,108.

    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 511,255 shares
    Change vs previous 13F -19,814 shares

    0.1% of the 13F portfolio, value $26,682,418.

    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 531,069 shares
    Change vs previous 13F +90,447 shares

    0.1% of the 13F portfolio, value $27,833,300.

    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 440,622 shares
    Change vs previous 13F +21,607 shares

    0.1% of the 13F portfolio, value $23,035,739.

    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 419,015 shares
    Change vs previous 13F +90,749 shares

    0.11% of the 13F portfolio, value $21,520,612.

    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 328,266 shares
    Change vs previous 13F +11,742 shares

    0.1% of the 13F portfolio, value $16,922,105.

    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 316,524 shares
    Change vs previous 13F +344 shares

    0.1% of the 13F portfolio, value $16,373,825.

    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 316,180 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $16,751,188.

    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).