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NewEdge Advisors, LLC: SPLV position timeline

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

NewEdge Advisors, LLC held 157,048 SPLV 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 157,048 shares
    Change vs previous 13F +8,668 shares

    0.04% of the 13F portfolio, value $11,762,911.

    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 148,380 shares
    Change vs previous 13F +9,526 shares

    0.04% of the 13F portfolio, value $10,852,487.

    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 138,854 shares
    Change vs previous 13F +12,626 shares

    0.04% of the 13F portfolio, value $9,916,896.

    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 126,228 shares
    Change vs previous 13F +1,485 shares

    0.04% of the 13F portfolio, value $9,275,236.

    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 124,743 shares
    Change vs previous 13F -90,946 shares

    0.05% of the 13F portfolio, value $9,083,861.

    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 215,689 shares
    Change vs previous 13F -2,074 shares

    0.1% of the 13F portfolio, value $16,116,246.

    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 217,763 shares
    Change vs previous 13F -123 shares

    0.09% of the 13F portfolio, value $15,243,405.

    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 217,886 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,628,927.

    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).