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Disclosery

NewEdge Advisors, LLC: SPEM position timeline

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

NewEdge Advisors, LLC held 879,360 SPEM 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 879,360 shares
    Change vs previous 13F +204,270 shares

    0.14% of the 13F portfolio, value $45,533,343.

    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 675,090 shares
    Change vs previous 13F +17,081 shares

    0.11% of the 13F portfolio, value $31,668,501.

    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 658,009 shares
    Change vs previous 13F -106,722 shares

    0.11% of the 13F portfolio, value $30,801,356.

    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 764,731 shares
    Change vs previous 13F +144,852 shares

    0.16% of the 13F portfolio, value $35,797,038.

    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 619,879 shares
    Change vs previous 13F -110,679 shares

    0.14% of the 13F portfolio, value $26,493,603.

    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 730,558 shares
    Change vs previous 13F +17,318 shares

    0.17% of the 13F portfolio, value $28,762,088.

    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 713,240 shares
    Change vs previous 13F +132,298 shares

    0.16% of the 13F portfolio, value $27,367,038.

    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 580,942 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $23,981,290.

    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).