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NewEdge Advisors, LLC: TAXF position timeline

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

NewEdge Advisors, LLC held 116,750 TAXF 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 116,750 shares
    Change vs previous 13F +9,773 shares

    0.02% of the 13F portfolio, value $5,935,000.

    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 106,977 shares
    Change vs previous 13F +51,799 shares

    0.02% of the 13F portfolio, value $5,354,178.

    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 55,178 shares
    Change vs previous 13F +3,974 shares

    0.01% of the 13F portfolio, value $2,779,888.

    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 51,204 shares
    Change vs previous 13F -9,095 shares

    0.01% of the 13F portfolio, value $2,571,962.

    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 60,299 shares
    Change vs previous 13F -9,223 shares

    0.02% of the 13F portfolio, value $2,950,446.

    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 69,522 shares
    Change vs previous 13F +5,545 shares

    0.02% of the 13F portfolio, value $3,439,933.

    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 63,977 shares
    Change vs previous 13F +4,932 shares

    0.02% of the 13F portfolio, value $3,207,821.

    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 59,045 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,036,082.

    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).