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NewEdge Advisors, LLC: TER position timeline

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

NewEdge Advisors, LLC held 15,982 TER 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 15,982 shares
    Change vs previous 13F -4,743 shares

    0.02% of the 13F portfolio, value $7,732,804.

    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 20,725 shares
    Change vs previous 13F +5,455 shares

    0.02% of the 13F portfolio, value $6,144,185.

    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 15,270 shares
    Change vs previous 13F +4,721 shares

    0.01% of the 13F portfolio, value $2,955,685.

    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 10,549 shares
    Change vs previous 13F +7,141 shares

    0.01% of the 13F portfolio, value $1,451,994.

    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 3,408 shares
    Change vs previous 13F +2,807 shares

    <0.01% of the 13F portfolio, value $306,483.

    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 601 shares
    Change vs previous 13F -1,691 shares

    <0.01% of the 13F portfolio, value $49,664.

    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 2,292 shares
    Change vs previous 13F -1,554 shares

    <0.01% of the 13F portfolio, value $288,640.

    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 3,846 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $515,140.

    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).