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Disclosery

NewEdge Advisors, LLC: OWL position timeline

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

NewEdge Advisors, LLC held 225,224 OWL 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 225,224 shares
    Change vs previous 13F -203,725 shares

    0.01% of the 13F portfolio, value $1,970,724.

    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 428,949 shares
    Change vs previous 13F +74,926 shares

    0.01% of the 13F portfolio, value $3,916,306.

    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 354,023 shares
    Change vs previous 13F +37,412 shares

    0.02% of the 13F portfolio, value $5,289,113.

    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 316,611 shares
    Change vs previous 13F +171 shares

    0.02% of the 13F portfolio, value $5,360,238.

    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 316,440 shares
    Change vs previous 13F +18,062 shares

    0.03% of the 13F portfolio, value $6,078,818.

    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 298,378 shares
    Change vs previous 13F +6,659 shares

    0.04% of the 13F portfolio, value $5,979,497.

    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 291,719 shares
    Change vs previous 13F +13,204 shares

    0.04% of the 13F portfolio, value $6,785,396.

    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 278,515 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,392,054.

    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).