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Disclosery

NewEdge Advisors, LLC: PIM position timeline

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

NewEdge Advisors, LLC held 52,620 PIM 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 52,620 shares
    Change vs previous 13F -404 shares

    <0.01% of the 13F portfolio, value $169,962.

    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 53,024 shares
    Change vs previous 13F -26,506 shares

    <0.01% of the 13F portfolio, value $173,390.

    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 79,530 shares
    Change vs previous 13F -2,010 shares

    <0.01% of the 13F portfolio, value $265,630.

    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 81,540 shares
    Change vs previous 13F -912 shares

    <0.01% of the 13F portfolio, value $280,496.

    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 82,452 shares
    Change vs previous 13F -1,712 shares

    <0.01% of the 13F portfolio, value $276,213.

    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 84,164 shares
    Change vs previous 13F -23,586 shares

    <0.01% of the 13F portfolio, value $279,426.

    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 107,750 shares
    Change vs previous 13F -8,117 shares

    <0.01% of the 13F portfolio, value $351,265.

    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 115,867 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $392,788.

    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).