Skip to content
Disclosery

NewEdge Advisors, LLC: SHV position timeline

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

NewEdge Advisors, LLC held 149,301 SHV 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 149,301 shares
    Change vs previous 13F +3,514 shares

    0.05% of the 13F portfolio, value $16,475,344.

    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 145,787 shares
    Change vs previous 13F +2,321 shares

    0.06% of the 13F portfolio, value $16,093,423.

    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 143,466 shares
    Change vs previous 13F -2,108 shares

    0.06% of the 13F portfolio, value $15,802,767.

    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 145,574 shares
    Change vs previous 13F +19,288 shares

    0.07% of the 13F portfolio, value $16,084,498.

    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 126,286 shares
    Change vs previous 13F +33,395 shares

    0.07% of the 13F portfolio, value $13,944,498.

    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 92,891 shares
    Change vs previous 13F +40,180 shares

    0.06% of the 13F portfolio, value $10,260,710.

    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 52,711 shares
    Change vs previous 13F +21,565 shares

    0.03% of the 13F portfolio, value $5,804,011.

    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 31,146 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,445,681.

    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).