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Disclosery

NewEdge Advisors, LLC: SPDW position timeline

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

NewEdge Advisors, LLC held 656,092 SPDW 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 656,092 shares
    Change vs previous 13F +55,117 shares

    0.1% of the 13F portfolio, value $33,060,509.

    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 600,975 shares
    Change vs previous 13F -21,778 shares

    0.1% of the 13F portfolio, value $27,434,572.

    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 622,753 shares
    Change vs previous 13F +65,419 shares

    0.1% of the 13F portfolio, value $27,656,497.

    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 557,334 shares
    Change vs previous 13F +78,922 shares

    0.11% of the 13F portfolio, value $23,848,347.

    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 478,412 shares
    Change vs previous 13F -195,945 shares

    0.1% of the 13F portfolio, value $19,370,913.

    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 674,357 shares
    Change vs previous 13F +112,083 shares

    0.15% of the 13F portfolio, value $24,553,325.

    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 562,274 shares
    Change vs previous 13F +85,429 shares

    0.12% of the 13F portfolio, value $19,190,447.

    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 476,845 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $17,910,287.

    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).