Skip to content
Disclosery

NewEdge Advisors, LLC: OEF position timeline

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

NewEdge Advisors, LLC held 50,754 OEF 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 50,754 shares
    Change vs previous 13F -43,602 shares

    0.06% of the 13F portfolio, value $18,569,283.

    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 94,356 shares
    Change vs previous 13F -387,859 shares

    0.11% of the 13F portfolio, value $30,011,823.

    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 482,215 shares
    Change vs previous 13F +38,887 shares

    0.6% of the 13F portfolio, value $165,385,242.

    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 443,328 shares
    Change vs previous 13F +187,093 shares

    0.67% of the 13F portfolio, value $147,556,927.

    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 256,235 shares
    Change vs previous 13F +88,402 shares

    0.4% of the 13F portfolio, value $77,984,637.

    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 167,833 shares
    Change vs previous 13F +145,847 shares

    0.27% of the 13F portfolio, value $45,454,338.

    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 21,986 shares
    Change vs previous 13F +1,934 shares

    0.04% of the 13F portfolio, value $6,350,830.

    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 20,052 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,549,773.

    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).