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Disclosery

NewEdge Advisors, LLC: STIP position timeline

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

NewEdge Advisors, LLC held 470,685 STIP 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 470,685 shares
    Change vs previous 13F +185,013 shares

    0.14% of the 13F portfolio, value $48,085,193.

    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 285,672 shares
    Change vs previous 13F +107,903 shares

    0.11% of the 13F portfolio, value $29,547,009.

    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 177,769 shares
    Change vs previous 13F -52,435 shares

    0.07% of the 13F portfolio, value $18,201,784.

    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 230,204 shares
    Change vs previous 13F +24,468 shares

    0.11% of the 13F portfolio, value $23,793,911.

    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 205,736 shares
    Change vs previous 13F +105,038 shares

    0.11% of the 13F portfolio, value $21,172,259.

    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 100,698 shares
    Change vs previous 13F +59,300 shares

    0.06% of the 13F portfolio, value $10,419,111.

    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 41,398 shares
    Change vs previous 13F +3,115 shares

    0.03% of the 13F portfolio, value $4,164,581.

    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 38,283 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,878,822.

    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).