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Disclosery

NewEdge Advisors, LLC: SDIV position timeline

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

NewEdge Advisors, LLC held 108,346 SDIV 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 108,346 shares
    Change vs previous 13F +11,424 shares

    0.01% of the 13F portfolio, value $2,647,976.

    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 96,922 shares
    Change vs previous 13F +5,444 shares

    0.01% of the 13F portfolio, value $2,448,230.

    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 91,478 shares
    Change vs previous 13F +14,653 shares

    0.01% of the 13F portfolio, value $2,198,218.

    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 76,825 shares
    Change vs previous 13F +1,034 shares

    0.01% of the 13F portfolio, value $1,842,270.

    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 75,791 shares
    Change vs previous 13F +5,272 shares

    0.01% of the 13F portfolio, value $1,709,100.

    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 70,519 shares
    Change vs previous 13F +44,458 shares

    0.01% of the 13F portfolio, value $1,478,793.

    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 26,061 shares
    Change vs previous 13F -22,854 shares

    <0.01% of the 13F portfolio, value $537,382.

    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 48,915 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,151,464.

    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).