Skip to content
Disclosery

NewEdge Advisors, LLC: PCT position timeline

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

NewEdge Advisors, LLC held 1,186,811 PCT 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 1,186,811 shares
    Change vs previous 13F +1,017,488 shares

    0.03% of the 13F portfolio, value $9,625,039.

    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 169,323 shares
    Change vs previous 13F +51,290 shares

    <0.01% of the 13F portfolio, value $878,786.

    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 118,033 shares
    Change vs previous 13F +33,310 shares

    <0.01% of the 13F portfolio, value $1,013,896.

    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 84,723 shares
    Change vs previous 13F -39,818 shares

    0.01% of the 13F portfolio, value $1,114,103.

    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 124,541 shares
    Change vs previous 13F -51,941 shares

    0.01% of the 13F portfolio, value $1,706,205.

    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 176,482 shares
    Change vs previous 13F -146,009 shares

    0.01% of the 13F portfolio, value $1,221,253.

    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 322,491 shares
    Change vs previous 13F +1,330 shares

    0.02% of the 13F portfolio, value $3,305,529.

    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 321,161 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,051,033.

    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).