NewEdge Advisors, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on V, newest first. How the timeline and the estimate are built.
NewEdge Advisors, LLC held 760,691 V shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 760,691 sharesChange vs previous 13F +3,282 shares
0.78% of the 13F portfolio, value $260,984,825.
13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 757,409 sharesChange vs previous 13F +16,206 shares
0.83% of the 13F portfolio, value $228,918,846.
13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 741,203 sharesChange vs previous 13F +356,134 shares
0.94% of the 13F portfolio, value $259,946,766.
13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 385,069 sharesChange vs previous 13F -2,373 shares
0.6% of the 13F portfolio, value $131,454,842.
13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 387,442 sharesChange vs previous 13F +8,166 shares
0.71% of the 13F portfolio, value $137,561,098.
13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 379,276 sharesChange vs previous 13F +3,490 shares
0.79% of the 13F portfolio, value $132,920,428.
13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 375,786 sharesChange vs previous 13F +11,532 shares
0.71% of the 13F portfolio, value $118,763,111.
13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 364,254 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $100,151,839.
13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).