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NewEdge Advisors, LLC: NAD position timeline

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

NewEdge Advisors, LLC held 486,357 NAD 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 486,357 shares
    Change vs previous 13F +98,725 shares

    0.02% of the 13F portfolio, value $5,894,651.

    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 387,632 shares
    Change vs previous 13F +15,797 shares

    0.02% of the 13F portfolio, value $4,457,765.

    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 371,835 shares
    Change vs previous 13F +174,652 shares

    0.02% of the 13F portfolio, value $4,469,456.

    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 197,183 shares
    Change vs previous 13F +38,468 shares

    0.01% of the 13F portfolio, value $2,305,074.

    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 158,715 shares
    Change vs previous 13F +12,567 shares

    0.01% of the 13F portfolio, value $1,791,890.

    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 146,148 shares
    Change vs previous 13F +46,395 shares

    0.01% of the 13F portfolio, value $1,683,633.

    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 99,753 shares
    Change vs previous 13F -1,539 shares

    0.01% of the 13F portfolio, value $1,163,114.

    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 101,292 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,253,996.

    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).