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NewEdge Advisors, LLC: SF position timeline

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

NewEdge Advisors, LLC held 18,061 SF 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 18,061 shares
    Change vs previous 13F +321 shares

    <0.01% of the 13F portfolio, value $1,260,082.

    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 17,740 shares
    Change vs previous 13F +7,308 shares

    <0.01% of the 13F portfolio, value $1,311,381.

    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 10,432 shares
    Change vs previous 13F +1,904 shares

    <0.01% of the 13F portfolio, value $1,306,245.

    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 8,528 shares
    Change vs previous 13F +6,133 shares

    <0.01% of the 13F portfolio, value $967,569.

    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 2,395 shares
    Change vs previous 13F -278 shares

    <0.01% of the 13F portfolio, value $248,537.

    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 2,673 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $251,974.

    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 2,526 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $267,907.

    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 2,366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,183.

    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).