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Disclosery

NewEdge Advisors, LLC: TOTL position timeline

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

NewEdge Advisors, LLC held 321,032 TOTL 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 321,032 shares
    Change vs previous 13F -2,485 shares

    0.04% of the 13F portfolio, value $12,671,157.

    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 323,517 shares
    Change vs previous 13F +7,653 shares

    0.05% of the 13F portfolio, value $12,853,307.

    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 315,864 shares
    Change vs previous 13F +48,334 shares

    0.05% of the 13F portfolio, value $12,713,565.

    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 267,530 shares
    Change vs previous 13F +36,990 shares

    0.05% of the 13F portfolio, value $10,853,713.

    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 230,540 shares
    Change vs previous 13F +27,504 shares

    0.05% of the 13F portfolio, value $9,246,953.

    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 203,036 shares
    Change vs previous 13F +23,680 shares

    0.05% of the 13F portfolio, value $8,180,314.

    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 179,356 shares
    Change vs previous 13F +75,141 shares

    0.04% of the 13F portfolio, value $7,064,844.

    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 104,215 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,314,514.

    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).