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NewEdge Advisors, LLC: PBA position timeline

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

NewEdge Advisors, LLC held 10,507 PBA 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 10,507 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $485,930.

    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 10,582 shares
    Change vs previous 13F -2,087 shares

    <0.01% of the 13F portfolio, value $473,644.

    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 12,669 shares
    Change vs previous 13F +2,920 shares

    <0.01% of the 13F portfolio, value $482,184.

    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 9,749 shares
    Change vs previous 13F -227 shares

    <0.01% of the 13F portfolio, value $394,444.

    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 9,976 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $374,210.

    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 9,938 shares
    Change vs previous 13F +55 shares

    <0.01% of the 13F portfolio, value $397,824.

    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 9,883 shares
    Change vs previous 13F +430 shares

    <0.01% of the 13F portfolio, value $365,169.

    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 9,453 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $389,844.

    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).