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NewEdge Advisors, LLC: UIVM position timeline

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

NewEdge Advisors, LLC held 6,887 UIVM 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 6,887 shares
    Change vs previous 13F -299 shares

    <0.01% of the 13F portfolio, value $495,054.

    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 7,186 shares
    Change vs previous 13F -309 shares

    <0.01% of the 13F portfolio, value $490,711.

    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 7,495 shares
    Change vs previous 13F -322 shares

    <0.01% of the 13F portfolio, value $483,679.

    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 7,817 shares
    Change vs previous 13F -529 shares

    <0.01% of the 13F portfolio, value $477,463.

    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 8,346 shares
    Change vs previous 13F -313 shares

    <0.01% of the 13F portfolio, value $486,404.

    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 8,659 shares
    Change vs previous 13F -122 shares

    <0.01% of the 13F portfolio, value $442,648.

    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 8,781 shares
    Change vs previous 13F -968 shares

    <0.01% of the 13F portfolio, value $406,213.

    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 9,749 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $488,911.

    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).