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NewEdge Advisors, LLC: QQQI position timeline

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

NewEdge Advisors, LLC held 79,797 QQQI 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 79,797 shares
    Change vs previous 13F +12,138 shares

    0.01% of the 13F portfolio, value $4,531,621.

    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 67,659 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $3,361,986.

    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 67,271 shares
    Change vs previous 13F +14,384 shares

    0.01% of the 13F portfolio, value $3,623,239.

    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 52,887 shares
    Change vs previous 13F +45,997 shares

    0.01% of the 13F portfolio, value $2,866,485.

    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 6,890 shares
    Change vs previous 13F +4,508 shares

    <0.01% of the 13F portfolio, value $358,355.

    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 2,382 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $112,979.

    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).