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NewEdge Advisors, LLC: PDP position timeline

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

NewEdge Advisors, LLC held 63,518 PDP 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 63,518 shares
    Change vs previous 13F -1,039 shares

    0.03% of the 13F portfolio, value $9,637,625.

    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 64,557 shares
    Change vs previous 13F -18,643 shares

    0.03% of the 13F portfolio, value $7,794,795.

    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 83,200 shares
    Change vs previous 13F -838 shares

    0.04% of the 13F portfolio, value $9,684,888.

    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 84,038 shares
    Change vs previous 13F -566 shares

    0.05% of the 13F portfolio, value $9,921,160.

    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 84,604 shares
    Change vs previous 13F -13,514 shares

    0.05% of the 13F portfolio, value $9,187,185.

    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 98,118 shares
    Change vs previous 13F -3,786 shares

    0.06% of the 13F portfolio, value $9,809,788.

    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 101,904 shares
    Change vs previous 13F -2,109 shares

    0.07% of the 13F portfolio, value $10,965,909.

    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 104,013 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,740,333.

    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).