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NewEdge Advisors, LLC: SPYV position timeline

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

NewEdge Advisors, LLC held 565,797 SPYV 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 565,797 shares
    Change vs previous 13F +44,055 shares

    0.1% of the 13F portfolio, value $34,394,871.

    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 521,742 shares
    Change vs previous 13F -45,343 shares

    0.11% of the 13F portfolio, value $29,520,144.

    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 567,085 shares
    Change vs previous 13F +3,041 shares

    0.12% of the 13F portfolio, value $32,216,137.

    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 564,044 shares
    Change vs previous 13F -738 shares

    0.14% of the 13F portfolio, value $31,208,557.

    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 564,782 shares
    Change vs previous 13F +50,680 shares

    0.15% of the 13F portfolio, value $29,560,674.

    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 514,102 shares
    Change vs previous 13F +94,996 shares

    0.16% of the 13F portfolio, value $26,255,212.

    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 419,106 shares
    Change vs previous 13F -29,207 shares

    0.13% of the 13F portfolio, value $21,433,091.

    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 448,313 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $23,697,834.

    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).