Skip to content
Disclosery

NewEdge Advisors, LLC: WM position timeline

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

NewEdge Advisors, LLC held 105,928 WM 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 105,928 shares
    Change vs previous 13F +12,419 shares

    0.07% of the 13F portfolio, value $23,609,267.

    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 93,509 shares
    Change vs previous 13F +9,259 shares

    0.08% of the 13F portfolio, value $21,487,550.

    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 84,250 shares
    Change vs previous 13F +11,070 shares

    0.07% of the 13F portfolio, value $18,510,665.

    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 73,180 shares
    Change vs previous 13F +21,212 shares

    0.07% of the 13F portfolio, value $16,160,390.

    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 51,968 shares
    Change vs previous 13F +3,239 shares

    0.06% of the 13F portfolio, value $11,891,311.

    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 48,729 shares
    Change vs previous 13F -1,194 shares

    0.07% of the 13F portfolio, value $11,281,150.

    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 49,923 shares
    Change vs previous 13F +6,292 shares

    0.06% of the 13F portfolio, value $10,074,027.

    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 43,631 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,057,795.

    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).