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NewEdge Advisors, LLC: XBOEX position timeline

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

NewEdge Advisors, LLC held 19,304 XBOEX 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 19,304 shares
    Change vs previous 13F -2,108 shares

    <0.01% of the 13F portfolio, value $233,381.

    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 21,412 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $234,671.

    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 21,386 shares
    Change vs previous 13F -1,775 shares

    <0.01% of the 13F portfolio, value $250,430.

    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 23,161 shares
    Change vs previous 13F +8,294 shares

    <0.01% of the 13F portfolio, value $267,976.

    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 14,867 shares
    Change vs previous 13F -2,566 shares

    <0.01% of the 13F portfolio, value $168,737.

    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 17,433 shares
    Change vs previous 13F -7,541 shares

    <0.01% of the 13F portfolio, value $189,148.

    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 24,974 shares
    Change vs previous 13F -6,188 shares

    <0.01% of the 13F portfolio, value $268,969.

    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 31,162 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $350,889.

    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).