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Disclosery

NewEdge Advisors, LLC: PTBD position timeline

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

NewEdge Advisors, LLC held 159,006 PTBD 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 159,006 shares
    Change vs previous 13F -1,031 shares

    0.01% of the 13F portfolio, value $3,048,144.

    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 160,037 shares
    Change vs previous 13F +9,194 shares

    0.01% of the 13F portfolio, value $3,037,512.

    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 150,843 shares
    Change vs previous 13F +7,927 shares

    0.01% of the 13F portfolio, value $2,926,345.

    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 142,916 shares
    Change vs previous 13F -6,492 shares

    0.01% of the 13F portfolio, value $2,834,020.

    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 149,408 shares
    Change vs previous 13F -19,129 shares

    0.02% of the 13F portfolio, value $2,950,807.

    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 168,537 shares
    Change vs previous 13F +2,234 shares

    0.02% of the 13F portfolio, value $3,380,845.

    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 166,303 shares
    Change vs previous 13F -28,433 shares

    0.02% of the 13F portfolio, value $3,326,057.

    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 194,736 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,017,394.

    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).