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Disclosery

NewEdge Advisors, LLC: USMV position timeline

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

NewEdge Advisors, LLC held 706,484 USMV 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 706,484 shares
    Change vs previous 13F +88,157 shares

    0.2% of the 13F portfolio, value $68,147,406.

    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 618,327 shares
    Change vs previous 13F +142,687 shares

    0.21% of the 13F portfolio, value $57,343,631.

    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 475,640 shares
    Change vs previous 13F -20,591 shares

    0.16% of the 13F portfolio, value $44,786,249.

    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 496,231 shares
    Change vs previous 13F -1,237 shares

    0.21% of the 13F portfolio, value $47,211,410.

    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 497,468 shares
    Change vs previous 13F -19,355 shares

    0.24% of the 13F portfolio, value $46,697,330.

    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 516,823 shares
    Change vs previous 13F +51,682 shares

    0.29% of the 13F portfolio, value $48,405,665.

    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 465,141 shares
    Change vs previous 13F -45,443 shares

    0.25% of the 13F portfolio, value $41,299,887.

    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 510,584 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $46,621,442.

    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).