Skip to content

NewEdge Advisors, LLC: STK position timeline

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

NewEdge Advisors, LLC held 20,495 STK 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 20,495 shares
    Change vs previous 13F +17,876 shares

    <0.01% of the 13F portfolio, value $1,104,068.

    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 2,619 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $99,324.

    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 2,681 shares
    Change vs previous 13F -5,963 shares

    <0.01% of the 13F portfolio, value $98,634.

    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 8,644 shares
    Change vs previous 13F +6,185 shares

    <0.01% of the 13F portfolio, value $305,300.

    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 2,459 shares
    Change vs previous 13F -3,952 shares

    <0.01% of the 13F portfolio, value $74,787.

    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 6,411 shares
    Change vs previous 13F -6,030 shares

    <0.01% of the 13F portfolio, value $179,391.

    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 12,441 shares
    Change vs previous 13F -3,031 shares

    <0.01% of the 13F portfolio, value $397,471.

    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 15,472 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $518,148.

    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).