Skip to content
Disclosery

NewEdge Advisors, LLC: UYLD position timeline

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

NewEdge Advisors, LLC held 2,115 UYLD 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 2,115 shares
    Change vs previous 13F +1,408 shares

    <0.01% of the 13F portfolio, value $107,874.

    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 707 shares
    Change vs previous 13F -8,195 shares

    <0.01% of the 13F portfolio, value $36,082.

    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 8,902 shares
    Change vs previous 13F -2,913 shares

    <0.01% of the 13F portfolio, value $455,302.

    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 11,815 shares
    Change vs previous 13F +2,843 shares

    <0.01% of the 13F portfolio, value $604,258.

    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 8,972 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $458,197.

    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 8,936 shares
    Change vs previous 13F +392 shares

    <0.01% of the 13F portfolio, value $456,551.

    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 8,544 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $436,308.

    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 8,787 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $449,655.

    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).