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Disclosery

NewEdge Advisors, LLC: SAN position timeline

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

NewEdge Advisors, LLC held 135,620 SAN 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 135,620 shares
    Change vs previous 13F +14,445 shares

    0.01% of the 13F portfolio, value $1,871,553.

    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 121,175 shares
    Change vs previous 13F -13,628 shares

    <0.01% of the 13F portfolio, value $1,366,851.

    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 134,803 shares
    Change vs previous 13F +2,584 shares

    0.01% of the 13F portfolio, value $1,581,232.

    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 132,219 shares
    Change vs previous 13F +6,968 shares

    0.01% of the 13F portfolio, value $1,385,660.

    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 125,251 shares
    Change vs previous 13F +8,022 shares

    0.01% of the 13F portfolio, value $1,039,581.

    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 117,229 shares
    Change vs previous 13F -5,695 shares

    <0.01% of the 13F portfolio, value $785,437.

    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 122,924 shares
    Change vs previous 13F +12,649 shares

    <0.01% of the 13F portfolio, value $560,537.

    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 110,275 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $562,406.

    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).