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NewEdge Advisors, LLC: SMMU position timeline

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

NewEdge Advisors, LLC held 102,358 SMMU 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 102,358 shares
    Change vs previous 13F +10,578 shares

    0.02% of the 13F portfolio, value $5,169,101.

    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 91,780 shares
    Change vs previous 13F +5,983 shares

    0.02% of the 13F portfolio, value $4,630,329.

    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 85,797 shares
    Change vs previous 13F +18,618 shares

    0.02% of the 13F portfolio, value $4,326,752.

    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 67,179 shares
    Change vs previous 13F -27,664 shares

    0.02% of the 13F portfolio, value $3,397,258.

    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 94,843 shares
    Change vs previous 13F +24,130 shares

    0.02% of the 13F portfolio, value $4,758,268.

    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 70,713 shares
    Change vs previous 13F -10,107 shares

    0.02% of the 13F portfolio, value $3,537,079.

    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 80,820 shares
    Change vs previous 13F -5,822 shares

    0.02% of the 13F portfolio, value $4,028,077.

    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 86,642 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,375,412.

    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).