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NewEdge Advisors, LLC: SPMD position timeline

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

NewEdge Advisors, LLC held 184,506 SPMD 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 184,506 shares
    Change vs previous 13F +1,926 shares

    0.04% of the 13F portfolio, value $12,465,218.

    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 182,580 shares
    Change vs previous 13F -482 shares

    0.04% of the 13F portfolio, value $10,812,415.

    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 183,062 shares
    Change vs previous 13F -3,154 shares

    0.04% of the 13F portfolio, value $10,601,122.

    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 186,216 shares
    Change vs previous 13F +7,679 shares

    0.05% of the 13F portfolio, value $10,649,720.

    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 178,537 shares
    Change vs previous 13F -7,455 shares

    0.05% of the 13F portfolio, value $9,708,854.

    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 185,992 shares
    Change vs previous 13F -17,701 shares

    0.06% of the 13F portfolio, value $9,519,068.

    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 203,693 shares
    Change vs previous 13F +14,298 shares

    0.07% of the 13F portfolio, value $11,139,975.

    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 189,395 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,356,147.

    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).