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NewEdge Advisors, LLC: VFMO position timeline

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

NewEdge Advisors, LLC held 40,946 VFMO 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 40,946 shares
    Change vs previous 13F +3,473 shares

    0.03% of the 13F portfolio, value $10,216,437.

    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 37,473 shares
    Change vs previous 13F +4,166 shares

    0.03% of the 13F portfolio, value $7,385,928.

    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 33,307 shares
    Change vs previous 13F +993 shares

    0.02% of the 13F portfolio, value $6,369,966.

    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 32,314 shares
    Change vs previous 13F +3,156 shares

    0.03% of the 13F portfolio, value $6,191,216.

    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 29,158 shares
    Change vs previous 13F +1,296 shares

    0.03% of the 13F portfolio, value $5,030,339.

    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 27,862 shares
    Change vs previous 13F +17,705 shares

    0.03% of the 13F portfolio, value $4,226,972.

    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 10,157 shares
    Change vs previous 13F +7,754 shares

    0.01% of the 13F portfolio, value $1,669,526.

    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 2,403 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $386,768.

    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).