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NewEdge Advisors, LLC: SPYM position timeline

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

NewEdge Advisors, LLC held 4,406,554 SPYM 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 4,406,554 shares
    Change vs previous 13F +1,650,653 shares

    1.15% of the 13F portfolio, value $387,247,903.

    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 2,755,901 shares
    Change vs previous 13F +295,758 shares

    0.76% of the 13F portfolio, value $210,936,705.

    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 2,460,143 shares
    Change vs previous 13F +293,045 shares

    0.72% of the 13F portfolio, value $197,352,650.

    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 2,167,098 shares
    Change vs previous 13F -140,405 shares

    0.77% of the 13F portfolio, value $169,770,443.

    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 2,307,503 shares
    Change vs previous 13F +316,592 shares

    0.86% of the 13F portfolio, value $167,732,283.

    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 1,990,911 shares
    Change vs previous 13F -108,930 shares

    0.78% of the 13F portfolio, value $130,922,235.

    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 2,099,841 shares
    Change vs previous 13F +363,339 shares

    0.87% of the 13F portfolio, value $144,762,959.

    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 1,736,502 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $117,231,276.

    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).