Skip to content

NewEdge Advisors, LLC: QS position timeline

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

NewEdge Advisors, LLC held 73,905 QS 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 73,905 shares
    Change vs previous 13F +9,995 shares

    <0.01% of the 13F portfolio, value $558,722.

    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 63,910 shares
    Change vs previous 13F +5,662 shares

    <0.01% of the 13F portfolio, value $407,745.

    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 58,248 shares
    Change vs previous 13F -6,095 shares

    <0.01% of the 13F portfolio, value $606,944.

    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 64,343 shares
    Change vs previous 13F +43,402 shares

    <0.01% of the 13F portfolio, value $792,705.

    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 20,941 shares
    Change vs previous 13F -283 shares

    <0.01% of the 13F portfolio, value $140,724.

    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 21,224 shares
    Change vs previous 13F +7,111 shares

    <0.01% of the 13F portfolio, value $88,292.

    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 14,113 shares
    Change vs previous 13F -8,433 shares

    <0.01% of the 13F portfolio, value $73,246.

    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 22,546 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,641.

    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).