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Disclosery

NewEdge Advisors, LLC: USMC position timeline

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

NewEdge Advisors, LLC held 199,956 USMC 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 199,956 shares
    Change vs previous 13F -100,871 shares

    0.04% of the 13F portfolio, value $14,822,077.

    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 300,827 shares
    Change vs previous 13F -12,713 shares

    0.07% of the 13F portfolio, value $19,346,776.

    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 313,540 shares
    Change vs previous 13F -145,733 shares

    0.08% of the 13F portfolio, value $21,461,871.

    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 459,273 shares
    Change vs previous 13F +143,807 shares

    0.14% of the 13F portfolio, value $31,310,081.

    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 315,466 shares
    Change vs previous 13F +44,148 shares

    0.1% of the 13F portfolio, value $19,735,503.

    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 271,318 shares
    Change vs previous 13F +91,444 shares

    0.09% of the 13F portfolio, value $15,405,428.

    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 179,874 shares
    Change vs previous 13F -52,243 shares

    0.06% of the 13F portfolio, value $10,797,809.

    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 232,117 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $13,228,303.

    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).