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NewEdge Advisors, LLC: VAL position timeline

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

NewEdge Advisors, LLC held 9,594 VAL 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 9,594 shares
    Change vs previous 13F -1,250 shares

    <0.01% of the 13F portfolio, value $696,524.

    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 10,844 shares
    Change vs previous 13F -5,905 shares

    <0.01% of the 13F portfolio, value $1,063,147.

    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 16,749 shares
    Change vs previous 13F +8,595 shares

    <0.01% of the 13F portfolio, value $844,150.

    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 8,154 shares
    Change vs previous 13F +485 shares

    <0.01% of the 13F portfolio, value $397,672.

    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 7,669 shares
    Change vs previous 13F +5,384 shares

    <0.01% of the 13F portfolio, value $322,942.

    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 2,285 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $89,710.

    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 2,285 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $101,088.

    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 1,785 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $99,514.

    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).