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NewEdge Advisors, LLC: SPHB position timeline

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

NewEdge Advisors, LLC held 143,770 SPHB 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 143,770 shares
    Change vs previous 13F +2,609 shares

    0.07% of the 13F portfolio, value $22,369,218.

    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 141,161 shares
    Change vs previous 13F +141,109 shares

    0.06% of the 13F portfolio, value $16,367,618.

    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 52 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,082.

    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 52 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $5,710.

    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 115 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,216.

    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 115 shares
    Change vs previous 13F -9,096 shares

    <0.01% of the 13F portfolio, value $9,000.

    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 9,211 shares
    Change vs previous 13F -1,215 shares

    <0.01% of the 13F portfolio, value $816,563.

    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 10,426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $930,167.

    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).