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NewEdge Advisors, LLC: SMR position timeline

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

NewEdge Advisors, LLC held 146,870 SMR 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 146,870 shares
    Change vs previous 13F +98,440 shares

    <0.01% of the 13F portfolio, value $1,473,111.

    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 48,430 shares
    Change vs previous 13F +25,293 shares

    <0.01% of the 13F portfolio, value $345,782.

    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 23,137 shares
    Change vs previous 13F -38,653 shares

    <0.01% of the 13F portfolio, value $327,852.

    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 61,790 shares
    Change vs previous 13F +16,703 shares

    0.01% of the 13F portfolio, value $1,241,565.

    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 45,087 shares
    Change vs previous 13F +5,151 shares

    0.01% of the 13F portfolio, value $1,302,126.

    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 39,936 shares
    Change vs previous 13F -10,054 shares

    <0.01% of the 13F portfolio, value $294,549.

    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 49,990 shares
    Change vs previous 13F +45,571 shares

    <0.01% of the 13F portfolio, value $686,717.

    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 4,419 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,172.

    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).