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Disclosery

NewEdge Advisors, LLC: SWAN position timeline

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

NewEdge Advisors, LLC held 199,260 SWAN 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 199,260 shares
    Change vs previous 13F +1,750 shares

    0.02% of the 13F portfolio, value $6,647,688.

    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 197,510 shares
    Change vs previous 13F +1,928 shares

    0.02% of the 13F portfolio, value $6,134,925.

    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 195,582 shares
    Change vs previous 13F +1,166 shares

    0.02% of the 13F portfolio, value $6,350,556.

    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 194,416 shares
    Change vs previous 13F -5,846 shares

    0.03% of the 13F portfolio, value $6,257,108.

    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 200,262 shares
    Change vs previous 13F -18,457 shares

    0.03% of the 13F portfolio, value $6,138,046.

    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 218,719 shares
    Change vs previous 13F +8,406 shares

    0.04% of the 13F portfolio, value $6,279,410.

    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 210,313 shares
    Change vs previous 13F -4,661 shares

    0.04% of the 13F portfolio, value $6,175,962.

    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 214,974 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,537,367.

    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).