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NewEdge Advisors, LLC: XGDVX position timeline

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

NewEdge Advisors, LLC held 38,241 XGDVX 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 38,241 shares
    Change vs previous 13F +6,083 shares

    <0.01% of the 13F portfolio, value $1,124,267.

    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 32,158 shares
    Change vs previous 13F +751 shares

    <0.01% of the 13F portfolio, value $865,994.

    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 31,407 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $872,166.

    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 31,411 shares
    Change vs previous 13F -5,039 shares

    <0.01% of the 13F portfolio, value $852,185.

    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 36,450 shares
    Change vs previous 13F -404 shares

    <0.01% of the 13F portfolio, value $948,059.

    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 36,854 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $889,293.

    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 36,838 shares
    Change vs previous 13F -5,882 shares

    0.01% of the 13F portfolio, value $889,636.

    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 42,720 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,044,510.

    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).