Skip to content
Disclosery

NewEdge Advisors, LLC: SPIB position timeline

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

NewEdge Advisors, LLC held 106,063 SPIB 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 106,063 shares
    Change vs previous 13F -9,102 shares

    0.01% of the 13F portfolio, value $3,548,838.

    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 115,165 shares
    Change vs previous 13F +76,912 shares

    0.01% of the 13F portfolio, value $3,862,648.

    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 38,253 shares
    Change vs previous 13F -34,152 shares

    <0.01% of the 13F portfolio, value $1,293,350.

    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 72,405 shares
    Change vs previous 13F -8,005 shares

    0.01% of the 13F portfolio, value $2,453,803.

    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 80,410 shares
    Change vs previous 13F +582 shares

    0.01% of the 13F portfolio, value $2,700,190.

    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 79,828 shares
    Change vs previous 13F -25,454 shares

    0.02% of the 13F portfolio, value $2,653,476.

    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 105,282 shares
    Change vs previous 13F +55,040 shares

    0.02% of the 13F portfolio, value $3,449,064.

    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 50,242 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,693,653.

    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).