Skip to content
Disclosery

NewEdge Advisors, LLC: PFFV position timeline

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

NewEdge Advisors, LLC held 26,413 PFFV 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 26,413 shares
    Change vs previous 13F +2,651 shares

    <0.01% of the 13F portfolio, value $581,885.

    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 23,762 shares
    Change vs previous 13F +3,016 shares

    <0.01% of the 13F portfolio, value $518,691.

    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 20,746 shares
    Change vs previous 13F -1,416 shares

    <0.01% of the 13F portfolio, value $460,976.

    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 22,162 shares
    Change vs previous 13F +2,617 shares

    <0.01% of the 13F portfolio, value $512,378.

    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 19,545 shares
    Change vs previous 13F +6,345 shares

    <0.01% of the 13F portfolio, value $445,633.

    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 13,200 shares
    Change vs previous 13F +3,520 shares

    <0.01% of the 13F portfolio, value $312,311.

    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 9,680 shares
    Change vs previous 13F +3,244 shares

    <0.01% of the 13F portfolio, value $228,166.

    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 6,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $154,790.

    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).