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NewEdge Advisors, LLC: SPTM position timeline

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

NewEdge Advisors, LLC held 58,219 SPTM 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 58,219 shares
    Change vs previous 13F -2,105 shares

    0.02% of the 13F portfolio, value $5,285,744.

    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 60,324 shares
    Change vs previous 13F +497 shares

    0.02% of the 13F portfolio, value $4,769,275.

    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 59,827 shares
    Change vs previous 13F +7,977 shares

    0.02% of the 13F portfolio, value $4,935,779.

    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 51,850 shares
    Change vs previous 13F +4,897 shares

    0.02% of the 13F portfolio, value $4,181,734.

    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 46,953 shares
    Change vs previous 13F +14,839 shares

    0.02% of the 13F portfolio, value $3,516,314.

    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 32,114 shares
    Change vs previous 13F -6,345 shares

    0.01% of the 13F portfolio, value $2,184,026.

    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 38,459 shares
    Change vs previous 13F +7,876 shares

    0.02% of the 13F portfolio, value $2,747,070.

    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 30,583 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,142,629.

    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).