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Disclosery

NewEdge Advisors, LLC: SEIV position timeline

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

NewEdge Advisors, LLC held 53,793 SEIV 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 53,793 shares
    Change vs previous 13F -3,941 shares

    0.01% of the 13F portfolio, value $2,582,064.

    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 57,734 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $2,399,425.

    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 57,700 shares
    Change vs previous 13F -984 shares

    0.01% of the 13F portfolio, value $2,394,550.

    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 58,684 shares
    Change vs previous 13F +8,925 shares

    0.01% of the 13F portfolio, value $2,282,808.

    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 49,759 shares
    Change vs previous 13F +1,031 shares

    0.01% of the 13F portfolio, value $1,775,898.

    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 48,728 shares
    Change vs previous 13F -2,498 shares

    0.01% of the 13F portfolio, value $1,581,711.

    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 51,226 shares
    Change vs previous 13F +4,048 shares

    0.01% of the 13F portfolio, value $1,696,564.

    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 47,178 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,554,515.

    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).