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NewEdge Advisors, LLC: NWG position timeline

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

NewEdge Advisors, LLC held 61,632 NWG 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 61,632 shares
    Change vs previous 13F +1,903 shares

    <0.01% of the 13F portfolio, value $1,086,572.

    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 59,729 shares
    Change vs previous 13F +2,333 shares

    <0.01% of the 13F portfolio, value $889,959.

    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 57,396 shares
    Change vs previous 13F +6,395 shares

    <0.01% of the 13F portfolio, value $1,004,425.

    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 51,001 shares
    Change vs previous 13F +7,425 shares

    <0.01% of the 13F portfolio, value $721,660.

    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 43,576 shares
    Change vs previous 13F +28,740 shares

    <0.01% of the 13F portfolio, value $616,607.

    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 14,836 shares
    Change vs previous 13F +14,734 shares

    <0.01% of the 13F portfolio, value $176,850.

    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 102 shares
    Change vs previous 13F -329 shares

    <0.01% of the 13F portfolio, value $1,040.

    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 431 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,038.

    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).