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NewEdge Advisors, LLC: SPMO position timeline

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

NewEdge Advisors, LLC held 200,379 SPMO 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 200,379 shares
    Change vs previous 13F +59,349 shares

    0.1% of the 13F portfolio, value $32,369,286.

    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 141,030 shares
    Change vs previous 13F +4,783 shares

    0.06% of the 13F portfolio, value $15,810,821.

    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 136,247 shares
    Change vs previous 13F +86,042 shares

    0.06% of the 13F portfolio, value $16,256,876.

    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 50,205 shares
    Change vs previous 13F +461 shares

    0.03% of the 13F portfolio, value $6,077,763.

    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 49,744 shares
    Change vs previous 13F +5,209 shares

    0.03% of the 13F portfolio, value $5,594,690.

    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 44,535 shares
    Change vs previous 13F -15,428 shares

    0.02% of the 13F portfolio, value $4,120,784.

    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 59,963 shares
    Change vs previous 13F +8,287 shares

    0.03% of the 13F portfolio, value $5,697,101.

    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 51,676 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,683,853.

    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).