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NewEdge Advisors, LLC: O position timeline

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

NewEdge Advisors, LLC held 171,838 O 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 171,838 shares
    Change vs previous 13F +8,017 shares

    0.03% of the 13F portfolio, value $10,647,064.

    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 163,821 shares
    Change vs previous 13F -2,520 shares

    0.04% of the 13F portfolio, value $10,022,558.

    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 166,341 shares
    Change vs previous 13F +4,207 shares

    0.03% of the 13F portfolio, value $9,376,626.

    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 162,134 shares
    Change vs previous 13F +28,498 shares

    0.04% of the 13F portfolio, value $9,856,182.

    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 133,636 shares
    Change vs previous 13F +7,453 shares

    0.04% of the 13F portfolio, value $7,698,782.

    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 126,183 shares
    Change vs previous 13F +34,849 shares

    0.04% of the 13F portfolio, value $7,319,862.

    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 91,334 shares
    Change vs previous 13F +31,479 shares

    0.03% of the 13F portfolio, value $4,878,183.

    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 59,855 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,796,017.

    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).