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NewEdge Advisors, LLC: XAWFX position timeline

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

NewEdge Advisors, LLC held 20,743 XAWFX 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 20,743 shares
    Change vs previous 13F -2,364 shares

    <0.01% of the 13F portfolio, value $213,654.

    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 23,107 shares
    Change vs previous 13F -1,564 shares

    <0.01% of the 13F portfolio, value $234,994.

    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 24,671 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $263,736.

    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 24,637 shares
    Change vs previous 13F -2,167 shares

    <0.01% of the 13F portfolio, value $276,186.

    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 26,804 shares
    Change vs previous 13F -3,016 shares

    <0.01% of the 13F portfolio, value $295,643.

    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 29,820 shares
    Change vs previous 13F -4,701 shares

    <0.01% of the 13F portfolio, value $319,966.

    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 34,521 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $370,410.

    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 34,360 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $389,640.

    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).