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NewEdge Advisors, LLC: RFI position timeline

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

NewEdge Advisors, LLC held 16,792 RFI 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 16,792 shares
    Change vs previous 13F -230 shares

    <0.01% of the 13F portfolio, value $190,083.

    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 17,022 shares
    Change vs previous 13F +312 shares

    <0.01% of the 13F portfolio, value $189,628.

    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 16,710 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $184,644.

    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 16,598 shares
    Change vs previous 13F +2,211 shares

    <0.01% of the 13F portfolio, value $200,833.

    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 14,387 shares
    Change vs previous 13F -388 shares

    <0.01% of the 13F portfolio, value $173,502.

    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 14,775 shares
    Change vs previous 13F -690 shares

    <0.01% of the 13F portfolio, value $178,635.

    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 15,465 shares
    Change vs previous 13F -189 shares

    <0.01% of the 13F portfolio, value $179,081.

    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 15,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,915.

    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).