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NewEdge Advisors, LLC: UBSI position timeline

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

NewEdge Advisors, LLC held 36,324 UBSI 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 36,324 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $1,664,724.

    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 35,994 shares
    Change vs previous 13F -11,080 shares

    0.01% of the 13F portfolio, value $1,490,873.

    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 47,074 shares
    Change vs previous 13F -6,131 shares

    0.01% of the 13F portfolio, value $1,807,654.

    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 53,205 shares
    Change vs previous 13F +12,226 shares

    0.01% of the 13F portfolio, value $1,979,758.

    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 40,979 shares
    Change vs previous 13F +690 shares

    0.01% of the 13F portfolio, value $1,492,859.

    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 40,289 shares
    Change vs previous 13F +1,299 shares

    0.01% of the 13F portfolio, value $1,396,804.

    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 38,990 shares
    Change vs previous 13F +3,396 shares

    0.01% of the 13F portfolio, value $1,464,061.

    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 35,594 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,320,520.

    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).