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NewEdge Advisors, LLC: USA position timeline

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

NewEdge Advisors, LLC held 208,912 USA 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 208,912 shares
    Change vs previous 13F +31,697 shares

    <0.01% of the 13F portfolio, value $1,213,782.

    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 177,215 shares
    Change vs previous 13F +3,281 shares

    <0.01% of the 13F portfolio, value $983,546.

    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 173,934 shares
    Change vs previous 13F -5,903 shares

    <0.01% of the 13F portfolio, value $1,092,305.

    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 179,837 shares
    Change vs previous 13F +38,783 shares

    0.01% of the 13F portfolio, value $1,140,169.

    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 141,054 shares
    Change vs previous 13F -2,728 shares

    <0.01% of the 13F portfolio, value $960,581.

    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 143,782 shares
    Change vs previous 13F +7,907 shares

    0.01% of the 13F portfolio, value $941,770.

    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 135,875 shares
    Change vs previous 13F -21,293 shares

    0.01% of the 13F portfolio, value $944,327.

    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 157,168 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,115,889.

    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).