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NewEdge Advisors, LLC: PTNQ position timeline

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

NewEdge Advisors, LLC held 158,702 PTNQ 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 158,702 shares
    Change vs previous 13F +4,984 shares

    0.04% of the 13F portfolio, value $14,069,013.

    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 153,718 shares
    Change vs previous 13F +194 shares

    0.04% of the 13F portfolio, value $11,215,364.

    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 153,524 shares
    Change vs previous 13F +1,048 shares

    0.04% of the 13F portfolio, value $12,074,653.

    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 152,476 shares
    Change vs previous 13F +2,586 shares

    0.05% of the 13F portfolio, value $11,821,452.

    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 149,890 shares
    Change vs previous 13F +65,118 shares

    0.06% of the 13F portfolio, value $10,697,639.

    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 84,772 shares
    Change vs previous 13F +921 shares

    0.04% of the 13F portfolio, value $6,019,647.

    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 83,851 shares
    Change vs previous 13F -1,998 shares

    0.04% of the 13F portfolio, value $6,206,618.

    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 85,849 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,295,272.

    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).