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Disclosery

NewEdge Advisors, LLC: NRO position timeline

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

NewEdge Advisors, LLC held 25,323 NRO 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 25,323 shares
    Change vs previous 13F -11,204 shares

    <0.01% of the 13F portfolio, value $76,729.

    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 36,527 shares
    Change vs previous 13F -2,125 shares

    <0.01% of the 13F portfolio, value $103,737.

    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 38,652 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $117,504.

    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 38,809 shares
    Change vs previous 13F -259 shares

    <0.01% of the 13F portfolio, value $125,354.

    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 39,068 shares
    Change vs previous 13F -329 shares

    <0.01% of the 13F portfolio, value $125,799.

    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 39,397 shares
    Change vs previous 13F -2,273 shares

    <0.01% of the 13F portfolio, value $130,010.

    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 41,670 shares
    Change vs previous 13F -1,936 shares

    <0.01% of the 13F portfolio, value $147,930.

    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 43,606 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $179,222.

    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).