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Disclosery

NewEdge Advisors, LLC: TROW position timeline

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

NewEdge Advisors, LLC held 27,961 TROW 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 27,961 shares
    Change vs previous 13F -2,857 shares

    0.01% of the 13F portfolio, value $3,178,796.

    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 30,818 shares
    Change vs previous 13F -7,581 shares

    0.01% of the 13F portfolio, value $2,777,905.

    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 38,399 shares
    Change vs previous 13F +483 shares

    0.01% of the 13F portfolio, value $3,931,317.

    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 37,916 shares
    Change vs previous 13F +26,753 shares

    0.02% of the 13F portfolio, value $3,891,666.

    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 11,163 shares
    Change vs previous 13F +5,122 shares

    0.01% of the 13F portfolio, value $1,077,180.

    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 6,041 shares
    Change vs previous 13F -5,318 shares

    <0.01% of the 13F portfolio, value $555,008.

    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 11,359 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $1,284,635.

    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 11,452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,247,457.

    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).