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NewEdge Advisors, LLC: TCAF position timeline

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

NewEdge Advisors, LLC held 276,967 TCAF 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 276,967 shares
    Change vs previous 13F -3,132 shares

    0.03% of the 13F portfolio, value $11,383,342.

    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 280,099 shares
    Change vs previous 13F +15,166 shares

    0.04% of the 13F portfolio, value $9,968,701.

    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 264,933 shares
    Change vs previous 13F +135,997 shares

    0.04% of the 13F portfolio, value $10,125,735.

    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 128,936 shares
    Change vs previous 13F +39,870 shares

    0.02% of the 13F portfolio, value $4,860,919.

    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 89,066 shares
    Change vs previous 13F +4,046 shares

    0.02% of the 13F portfolio, value $3,142,274.

    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 85,020 shares
    Change vs previous 13F +12,407 shares

    0.02% of the 13F portfolio, value $2,744,469.

    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 72,613 shares
    Change vs previous 13F +2,316 shares

    0.01% of the 13F portfolio, value $2,415,849.

    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 70,297 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,337,377.

    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).