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NewEdge Advisors, LLC: VOT position timeline

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

NewEdge Advisors, LLC held 147,426 VOT 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 147,426 shares
    Change vs previous 13F +5,426 shares

    0.13% of the 13F portfolio, value $45,156,540.

    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 142,000 shares
    Change vs previous 13F -3,233 shares

    0.13% of the 13F portfolio, value $36,543,549.

    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 145,233 shares
    Change vs previous 13F +5,292 shares

    0.15% of the 13F portfolio, value $40,540,272.

    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 139,941 shares
    Change vs previous 13F +11,779 shares

    0.19% of the 13F portfolio, value $41,113,127.

    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 128,162 shares
    Change vs previous 13F +3,484 shares

    0.19% of the 13F portfolio, value $36,447,952.

    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 124,678 shares
    Change vs previous 13F -8,712 shares

    0.18% of the 13F portfolio, value $30,501,003.

    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 133,390 shares
    Change vs previous 13F +2,906 shares

    0.2% of the 13F portfolio, value $33,847,923.

    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 130,484 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $31,768,895.

    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).