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Disclosery

NewEdge Advisors, LLC: SPY position timeline

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

NewEdge Advisors, LLC held 1,004,114 SPY 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 1,004,114 shares
    Change vs previous 13F +396,373 shares

    2.23% of the 13F portfolio, value $749,842,182.

    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 607,741 shares
    Change vs previous 13F +3,730 shares

    1.24% of the 13F portfolio, value $343,913,271.

    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 604,011 shares
    Change vs previous 13F -29,390 shares

    1.31% of the 13F portfolio, value $361,090,310.

    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 633,401 shares
    Change vs previous 13F +38,285 shares

    1.61% of the 13F portfolio, value $354,244,047.

    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 595,116 shares
    Change vs previous 13F -221,733 shares

    1.63% of the 13F portfolio, value $316,044,970.

    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 816,849 shares
    Change vs previous 13F +158,245 shares

    1.73% of the 13F portfolio, value $291,818,262.

    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 658,604 shares
    Change vs previous 13F -52,086 shares

    1.9% of the 13F portfolio, value $316,156,749.

    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 710,690 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $316,180,599.

    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).