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Disclosery

NewEdge Advisors, LLC: VPU position timeline

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

NewEdge Advisors, LLC held 43,979 VPU 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 43,979 shares
    Change vs previous 13F +16,640 shares

    0.03% of the 13F portfolio, value $8,607,837.

    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 27,339 shares
    Change vs previous 13F +12,808 shares

    0.02% of the 13F portfolio, value $5,416,913.

    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 14,531 shares
    Change vs previous 13F +2,542 shares

    0.01% of the 13F portfolio, value $2,688,804.

    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 11,989 shares
    Change vs previous 13F +560 shares

    0.01% of the 13F portfolio, value $2,270,874.

    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 11,429 shares
    Change vs previous 13F +9,462 shares

    0.01% of the 13F portfolio, value $2,017,215.

    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 1,967 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $336,012.

    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 1,934 shares
    Change vs previous 13F -98 shares

    <0.01% of the 13F portfolio, value $316,069.

    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 2,032 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $353,615.

    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).