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NewEdge Advisors, LLC: NI position timeline

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

NewEdge Advisors, LLC held 1,070,157 NI 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 1,070,157 shares
    Change vs previous 13F +140,144 shares

    0.15% of the 13F portfolio, value $50,886,060.

    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 930,013 shares
    Change vs previous 13F +823,358 shares

    0.16% of the 13F portfolio, value $43,394,472.

    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 106,655 shares
    Change vs previous 13F -2,497 shares

    0.02% of the 13F portfolio, value $4,453,911.

    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 109,152 shares
    Change vs previous 13F +4,999 shares

    0.02% of the 13F portfolio, value $4,726,276.

    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 104,153 shares
    Change vs previous 13F +73,659 shares

    0.02% of the 13F portfolio, value $4,201,512.

    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 30,494 shares
    Change vs previous 13F +11,452 shares

    0.01% of the 13F portfolio, value $1,222,515.

    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 19,042 shares
    Change vs previous 13F +15,867 shares

    <0.01% of the 13F portfolio, value $699,980.

    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 3,175 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $110,005.

    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).