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Disclosery

NewEdge Advisors, LLC: SOXX position timeline

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

NewEdge Advisors, LLC held 29,227 SOXX 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 29,227 shares
    Change vs previous 13F +6,197 shares

    0.06% of the 13F portfolio, value $18,727,518.

    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 23,030 shares
    Change vs previous 13F +972 shares

    0.03% of the 13F portfolio, value $7,568,988.

    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 22,058 shares
    Change vs previous 13F -6,987 shares

    0.02% of the 13F portfolio, value $6,642,649.

    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 29,045 shares
    Change vs previous 13F -3,436 shares

    0.04% of the 13F portfolio, value $7,874,703.

    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 32,481 shares
    Change vs previous 13F -3,556 shares

    0.04% of the 13F portfolio, value $7,753,463.

    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 36,037 shares
    Change vs previous 13F -2,197 shares

    0.04% of the 13F portfolio, value $6,781,284.

    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 38,234 shares
    Change vs previous 13F -2,066 shares

    0.05% of the 13F portfolio, value $8,239,102.

    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 40,300 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,292,821.

    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).