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NewEdge Advisors, LLC: VMBS position timeline

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

NewEdge Advisors, LLC held 339,899 VMBS 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 339,899 shares
    Change vs previous 13F +11,796 shares

    0.05% of the 13F portfolio, value $15,910,657.

    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 328,103 shares
    Change vs previous 13F -9,439 shares

    0.06% of the 13F portfolio, value $15,404,429.

    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 337,542 shares
    Change vs previous 13F +13,601 shares

    0.06% of the 13F portfolio, value $15,891,483.

    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 323,941 shares
    Change vs previous 13F +8,954 shares

    0.07% of the 13F portfolio, value $15,212,230.

    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 314,987 shares
    Change vs previous 13F +12,435 shares

    0.08% of the 13F portfolio, value $14,596,465.

    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 302,552 shares
    Change vs previous 13F -8,942 shares

    0.08% of the 13F portfolio, value $14,011,160.

    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 311,494 shares
    Change vs previous 13F +34,985 shares

    0.08% of the 13F portfolio, value $14,123,108.

    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 276,509 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $13,053,979.

    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).