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NewEdge Advisors, LLC: USIG position timeline

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

NewEdge Advisors, LLC held 149,249 USIG 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 149,249 shares
    Change vs previous 13F +70,484 shares

    0.02% of the 13F portfolio, value $7,654,978.

    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 78,765 shares
    Change vs previous 13F +2,179 shares

    0.01% of the 13F portfolio, value $4,035,103.

    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 76,586 shares
    Change vs previous 13F +22,809 shares

    0.01% of the 13F portfolio, value $3,964,878.

    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 53,777 shares
    Change vs previous 13F +1,349 shares

    0.01% of the 13F portfolio, value $2,808,172.

    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 52,428 shares
    Change vs previous 13F +12,831 shares

    0.01% of the 13F portfolio, value $2,696,882.

    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 39,597 shares
    Change vs previous 13F +8,013 shares

    0.01% of the 13F portfolio, value $2,022,597.

    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 31,584 shares
    Change vs previous 13F -160,349 shares

    0.01% of the 13F portfolio, value $1,588,014.

    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 191,933 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,091,791.

    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).