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Disclosery

NewEdge Advisors, LLC: PTA position timeline

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

NewEdge Advisors, LLC held 41,930 PTA 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 41,930 shares
    Change vs previous 13F -416 shares

    <0.01% of the 13F portfolio, value $804,219.

    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 42,346 shares
    Change vs previous 13F +5,717 shares

    <0.01% of the 13F portfolio, value $793,566.

    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 36,629 shares
    Change vs previous 13F -2,261 shares

    <0.01% of the 13F portfolio, value $707,308.

    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 38,890 shares
    Change vs previous 13F +3,317 shares

    <0.01% of the 13F portfolio, value $793,745.

    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 35,573 shares
    Change vs previous 13F +11,762 shares

    <0.01% of the 13F portfolio, value $704,345.

    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 23,811 shares
    Change vs previous 13F +1,277 shares

    <0.01% of the 13F portfolio, value $462,886.

    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 22,534 shares
    Change vs previous 13F +608 shares

    <0.01% of the 13F portfolio, value $433,103.

    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 21,926 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $461,323.

    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).