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NewEdge Advisors, LLC: POCT position timeline

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

NewEdge Advisors, LLC held 56,627 POCT 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 56,627 shares
    Change vs previous 13F +2,934 shares

    0.01% of the 13F portfolio, value $2,628,059.

    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 53,693 shares
    Change vs previous 13F -1,007 shares

    0.01% of the 13F portfolio, value $2,314,705.

    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 54,700 shares
    Change vs previous 13F +88 shares

    0.01% of the 13F portfolio, value $2,402,424.

    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 54,612 shares
    Change vs previous 13F -44 shares

    0.01% of the 13F portfolio, value $2,353,777.

    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 54,656 shares
    Change vs previous 13F -762 shares

    0.01% of the 13F portfolio, value $2,257,293.

    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 55,418 shares
    Change vs previous 13F -16,241 shares

    0.01% of the 13F portfolio, value $2,152,989.

    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 71,659 shares
    Change vs previous 13F +12,255 shares

    0.02% of the 13F portfolio, value $2,835,289.

    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 59,404 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,313,786.

    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).