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NewEdge Advisors, LLC: RBC position timeline

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

NewEdge Advisors, LLC held 3,160 RBC 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 3,160 shares
    Change vs previous 13F +293 shares

    0.01% of the 13F portfolio, value $2,035,180.

    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 2,867 shares
    Change vs previous 13F +1,447 shares

    0.01% of the 13F portfolio, value $1,557,087.

    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 1,420 shares
    Change vs previous 13F +811 shares

    <0.01% of the 13F portfolio, value $636,770.

    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 609 shares
    Change vs previous 13F -1,404 shares

    <0.01% of the 13F portfolio, value $237,687.

    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 2,013 shares
    Change vs previous 13F +549 shares

    <0.01% of the 13F portfolio, value $774,603.

    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 1,464 shares
    Change vs previous 13F -1,196 shares

    <0.01% of the 13F portfolio, value $471,069.

    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 2,660 shares
    Change vs previous 13F -3,551 shares

    <0.01% of the 13F portfolio, value $795,719.

    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 6,211 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,859,323.

    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).