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NewEdge Advisors, LLC: SOUN position timeline

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

NewEdge Advisors, LLC held 132,072 SOUN 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 132,072 shares
    Change vs previous 13F +36,415 shares

    <0.01% of the 13F portfolio, value $854,509.

    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 95,657 shares
    Change vs previous 13F +36,644 shares

    <0.01% of the 13F portfolio, value $657,166.

    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 59,013 shares
    Change vs previous 13F -6,743 shares

    <0.01% of the 13F portfolio, value $588,361.

    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 65,756 shares
    Change vs previous 13F +22,620 shares

    <0.01% of the 13F portfolio, value $1,057,356.

    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 43,136 shares
    Change vs previous 13F +2,106 shares

    <0.01% of the 13F portfolio, value $462,852.

    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 41,030 shares
    Change vs previous 13F +4,692 shares

    <0.01% of the 13F portfolio, value $333,165.

    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 36,338 shares
    Change vs previous 13F +15,659 shares

    <0.01% of the 13F portfolio, value $720,946.

    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 20,679 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $96,368.

    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).