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Disclosery

NewEdge Advisors, LLC: NTRS position timeline

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

NewEdge Advisors, LLC held 12,857 NTRS 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 12,857 shares
    Change vs previous 13F +5,943 shares

    0.01% of the 13F portfolio, value $2,235,016.

    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 6,914 shares
    Change vs previous 13F -407 shares

    <0.01% of the 13F portfolio, value $964,891.

    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 7,321 shares
    Change vs previous 13F +1,676 shares

    <0.01% of the 13F portfolio, value $999,971.

    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 5,645 shares
    Change vs previous 13F +192 shares

    <0.01% of the 13F portfolio, value $759,813.

    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 5,453 shares
    Change vs previous 13F +589 shares

    <0.01% of the 13F portfolio, value $691,474.

    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 4,864 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $479,898.

    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 4,970 shares
    Change vs previous 13F -468 shares

    <0.01% of the 13F portfolio, value $509,389.

    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 5,438 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $489,625.

    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).