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NewEdge Advisors, LLC: NDAQ position timeline

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

NewEdge Advisors, LLC held 436,020 NDAQ 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 436,020 shares
    Change vs previous 13F +383,543 shares

    0.1% of the 13F portfolio, value $34,367,025.

    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 52,477 shares
    Change vs previous 13F -852 shares

    0.02% of the 13F portfolio, value $4,454,763.

    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 53,329 shares
    Change vs previous 13F +15,909 shares

    0.02% of the 13F portfolio, value $5,179,803.

    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 37,420 shares
    Change vs previous 13F +386 shares

    0.02% of the 13F portfolio, value $3,309,817.

    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 37,034 shares
    Change vs previous 13F +5,891 shares

    0.02% of the 13F portfolio, value $3,311,561.

    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 31,143 shares
    Change vs previous 13F +16,542 shares

    0.01% of the 13F portfolio, value $2,362,463.

    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 14,601 shares
    Change vs previous 13F +5,254 shares

    0.01% of the 13F portfolio, value $1,128,851.

    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 9,347 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $682,412.

    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).