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Disclosery

NewEdge Advisors, LLC: USFR position timeline

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

NewEdge Advisors, LLC held 838,877 USFR 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 838,877 shares
    Change vs previous 13F -83,476 shares

    0.13% of the 13F portfolio, value $42,237,454.

    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 922,353 shares
    Change vs previous 13F +723,199 shares

    0.17% of the 13F portfolio, value $46,431,245.

    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 199,154 shares
    Change vs previous 13F +29,739 shares

    0.04% of the 13F portfolio, value $10,021,391.

    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 169,415 shares
    Change vs previous 13F -36,326 shares

    0.04% of the 13F portfolio, value $8,516,512.

    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 205,741 shares
    Change vs previous 13F +34,016 shares

    0.05% of the 13F portfolio, value $10,350,814.

    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 171,725 shares
    Change vs previous 13F +96,600 shares

    0.05% of the 13F portfolio, value $8,642,935.

    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 75,125 shares
    Change vs previous 13F +4,294 shares

    0.02% of the 13F portfolio, value $3,780,318.

    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 70,831 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,557,116.

    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).