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Disclosery

NewEdge Advisors, LLC: SPOT position timeline

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

NewEdge Advisors, LLC held 12,630 SPOT 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 12,630 shares
    Change vs previous 13F -50,681 shares

    0.02% of the 13F portfolio, value $5,798,989.

    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 63,311 shares
    Change vs previous 13F +51,926 shares

    0.11% of the 13F portfolio, value $30,700,119.

    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 11,385 shares
    Change vs previous 13F -2,550 shares

    0.02% of the 13F portfolio, value $6,611,565.

    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 13,935 shares
    Change vs previous 13F +1,285 shares

    0.04% of the 13F portfolio, value $9,726,491.

    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 12,650 shares
    Change vs previous 13F +3,412 shares

    0.05% of the 13F portfolio, value $9,706,687.

    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 9,238 shares
    Change vs previous 13F +39 shares

    0.03% of the 13F portfolio, value $5,081,042.

    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 9,199 shares
    Change vs previous 13F +2,505 shares

    0.02% of the 13F portfolio, value $4,115,368.

    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 6,694 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,466,931.

    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).