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NewEdge Advisors, LLC: PCM position timeline

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

NewEdge Advisors, LLC held 66,750 PCM 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 66,750 shares
    Change vs previous 13F -11,845 shares

    <0.01% of the 13F portfolio, value $372,465.

    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 78,595 shares
    Change vs previous 13F -9,550 shares

    <0.01% of the 13F portfolio, value $448,777.

    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 88,145 shares
    Change vs previous 13F -2,100 shares

    <0.01% of the 13F portfolio, value $541,210.

    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 90,245 shares
    Change vs previous 13F -4,300 shares

    <0.01% of the 13F portfolio, value $605,544.

    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 94,545 shares
    Change vs previous 13F -2,900 shares

    <0.01% of the 13F portfolio, value $598,470.

    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 97,445 shares
    Change vs previous 13F -4,200 shares

    <0.01% of the 13F portfolio, value $629,495.

    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 101,645 shares
    Change vs previous 13F -6,500 shares

    <0.01% of the 13F portfolio, value $782,667.

    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 108,145 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $864,079.

    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).