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NewEdge Advisors, LLC: PDO position timeline

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

NewEdge Advisors, LLC held 97,171 PDO 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 97,171 shares
    Change vs previous 13F -78,702 shares

    <0.01% of the 13F portfolio, value $1,284,600.

    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 175,873 shares
    Change vs previous 13F -7,611 shares

    0.01% of the 13F portfolio, value $2,274,043.

    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 183,484 shares
    Change vs previous 13F +49,340 shares

    0.01% of the 13F portfolio, value $2,539,424.

    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 134,144 shares
    Change vs previous 13F +7,759 shares

    0.01% of the 13F portfolio, value $1,894,114.

    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 126,385 shares
    Change vs previous 13F +105,280 shares

    0.01% of the 13F portfolio, value $1,703,669.

    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 21,105 shares
    Change vs previous 13F -11,400 shares

    <0.01% of the 13F portfolio, value $292,937.

    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 32,505 shares
    Change vs previous 13F +10,263 shares

    <0.01% of the 13F portfolio, value $441,743.

    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 22,242 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,057.

    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).