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NewEdge Advisors, LLC: PB position timeline

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

NewEdge Advisors, LLC held 17,075 PB 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 17,075 shares
    Change vs previous 13F +4,313 shares

    <0.01% of the 13F portfolio, value $1,246,986.

    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 12,762 shares
    Change vs previous 13F +1,700 shares

    <0.01% of the 13F portfolio, value $857,311.

    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 11,062 shares
    Change vs previous 13F +2,451 shares

    <0.01% of the 13F portfolio, value $764,507.

    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 8,611 shares
    Change vs previous 13F +1,235 shares

    <0.01% of the 13F portfolio, value $571,369.

    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 7,376 shares
    Change vs previous 13F +81 shares

    <0.01% of the 13F portfolio, value $518,080.

    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 7,295 shares
    Change vs previous 13F +1,962 shares

    <0.01% of the 13F portfolio, value $520,614.

    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 5,333 shares
    Change vs previous 13F +715 shares

    <0.01% of the 13F portfolio, value $401,846.

    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 4,618 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $332,777.

    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).