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NewEdge Advisors, LLC: VTES position timeline

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

NewEdge Advisors, LLC held 34,423 VTES 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 34,423 shares
    Change vs previous 13F +5,031 shares

    0.01% of the 13F portfolio, value $3,487,398.

    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 29,392 shares
    Change vs previous 13F +14,382 shares

    0.01% of the 13F portfolio, value $2,972,781.

    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 15,010 shares
    Change vs previous 13F +1,027 shares

    0.01% of the 13F portfolio, value $1,524,627.

    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 13,983 shares
    Change vs previous 13F +815 shares

    0.01% of the 13F portfolio, value $1,425,269.

    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 13,168 shares
    Change vs previous 13F +7,233 shares

    0.01% of the 13F portfolio, value $1,329,072.

    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 5,935 shares
    Change vs previous 13F +3,291 shares

    <0.01% of the 13F portfolio, value $596,543.

    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 2,644 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $265,034.

    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).