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NewEdge Advisors, LLC: SPHD position timeline

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

NewEdge Advisors, LLC held 157,946 SPHD 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 157,946 shares
    Change vs previous 13F +3,982 shares

    0.02% of the 13F portfolio, value $8,029,988.

    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 153,964 shares
    Change vs previous 13F +33,139 shares

    0.03% of the 13F portfolio, value $7,638,145.

    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 120,825 shares
    Change vs previous 13F +1,382 shares

    0.02% of the 13F portfolio, value $5,799,631.

    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 119,443 shares
    Change vs previous 13F +4,160 shares

    0.03% of the 13F portfolio, value $5,906,474.

    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 115,283 shares
    Change vs previous 13F +1,260 shares

    0.03% of the 13F portfolio, value $5,482,871.

    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 114,023 shares
    Change vs previous 13F -14,101 shares

    0.03% of the 13F portfolio, value $5,727,325.

    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 128,124 shares
    Change vs previous 13F +2,560 shares

    0.04% of the 13F portfolio, value $6,189,683.

    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 125,564 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,349,749.

    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).