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NewEdge Advisors, LLC: QUAL position timeline

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

NewEdge Advisors, LLC held 248,757 QUAL 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 248,757 shares
    Change vs previous 13F -483,925 shares

    0.16% of the 13F portfolio, value $54,584,663.

    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 732,682 shares
    Change vs previous 13F +18,529 shares

    0.51% of the 13F portfolio, value $140,535,685.

    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 714,153 shares
    Change vs previous 13F -376,794 shares

    0.51% of the 13F portfolio, value $141,844,925.

    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 1,090,947 shares
    Change vs previous 13F -84,717 shares

    0.96% of the 13F portfolio, value $212,190,057.

    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 1,175,664 shares
    Change vs previous 13F +47,085 shares

    1.11% of the 13F portfolio, value $214,934,718.

    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 1,128,579 shares
    Change vs previous 13F +171,220 shares

    1.15% of the 13F portfolio, value $192,862,835.

    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 957,359 shares
    Change vs previous 13F +210,633 shares

    1.02% of the 13F portfolio, value $170,486,371.

    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 746,726 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $133,888,196.

    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).