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Disclosery

NewEdge Advisors, LLC: PRFD position timeline

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

NewEdge Advisors, LLC held 127,325 PRFD 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 127,325 shares
    Change vs previous 13F +17,079 shares

    0.02% of the 13F portfolio, value $6,537,749.

    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 110,246 shares
    Change vs previous 13F +29,827 shares

    0.02% of the 13F portfolio, value $5,586,125.

    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 80,419 shares
    Change vs previous 13F +58,081 shares

    0.02% of the 13F portfolio, value $4,142,384.

    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 22,338 shares
    Change vs previous 13F -15,629 shares

    0.01% of the 13F portfolio, value $1,157,122.

    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 37,967 shares
    Change vs previous 13F +3,778 shares

    0.01% of the 13F portfolio, value $1,935,184.

    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 34,189 shares
    Change vs previous 13F +8,429 shares

    0.01% of the 13F portfolio, value $1,728,447.

    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 25,760 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,295,213.

    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).