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NewEdge Advisors, LLC: XCHYX position timeline

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

NewEdge Advisors, LLC held 94,848 XCHYX 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 94,848 shares
    Change vs previous 13F +15,421 shares

    <0.01% of the 13F portfolio, value $1,291,829.

    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 79,427 shares
    Change vs previous 13F -2,724 shares

    <0.01% of the 13F portfolio, value $864,963.

    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 82,151 shares
    Change vs previous 13F -1,132 shares

    <0.01% of the 13F portfolio, value $929,134.

    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 83,283 shares
    Change vs previous 13F -15,988 shares

    <0.01% of the 13F portfolio, value $934,435.

    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 99,271 shares
    Change vs previous 13F -22,197 shares

    0.01% of the 13F portfolio, value $1,090,986.

    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 121,468 shares
    Change vs previous 13F +10,475 shares

    0.01% of the 13F portfolio, value $1,226,825.

    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 110,993 shares
    Change vs previous 13F -27,256 shares

    0.01% of the 13F portfolio, value $1,347,451.

    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 138,249 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,649,313.

    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).