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NewEdge Advisors, LLC: PSEP position timeline

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

NewEdge Advisors, LLC held 18,058 PSEP 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 18,058 shares
    Change vs previous 13F -304 shares

    <0.01% of the 13F portfolio, value $831,571.

    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 18,362 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $790,668.

    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 18,362 shares
    Change vs previous 13F -1,934 shares

    <0.01% of the 13F portfolio, value $802,757.

    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 20,296 shares
    Change vs previous 13F +520 shares

    <0.01% of the 13F portfolio, value $871,713.

    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 19,776 shares
    Change vs previous 13F -570 shares

    <0.01% of the 13F portfolio, value $808,641.

    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 20,346 shares
    Change vs previous 13F -5,473 shares

    <0.01% of the 13F portfolio, value $781,490.

    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 25,819 shares
    Change vs previous 13F -250 shares

    0.01% of the 13F portfolio, value $1,009,143.

    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 26,069 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,004,433.

    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).