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NewEdge Advisors, LLC: PREF position timeline

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

NewEdge Advisors, LLC held 364,543 PREF 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 364,543 shares
    Change vs previous 13F -4,740 shares

    0.02% of the 13F portfolio, value $6,948,171.

    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 369,283 shares
    Change vs previous 13F +20,404 shares

    0.03% of the 13F portfolio, value $6,949,904.

    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 348,879 shares
    Change vs previous 13F +49,695 shares

    0.02% of the 13F portfolio, value $6,653,115.

    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 299,184 shares
    Change vs previous 13F +140,502 shares

    0.03% of the 13F portfolio, value $5,726,372.

    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 158,682 shares
    Change vs previous 13F +6,946 shares

    0.02% of the 13F portfolio, value $3,010,213.

    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 151,736 shares
    Change vs previous 13F +12,657 shares

    0.02% of the 13F portfolio, value $2,837,485.

    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 139,079 shares
    Change vs previous 13F +47,674 shares

    0.02% of the 13F portfolio, value $2,588,262.

    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 91,405 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,719,318.

    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).