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Disclosery

NewEdge Advisors, LLC: XLF position timeline

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

NewEdge Advisors, LLC held 431,724 XLF 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 431,724 shares
    Change vs previous 13F -60,555 shares

    0.07% of the 13F portfolio, value $23,144,705.

    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 492,279 shares
    Change vs previous 13F -120,518 shares

    0.09% of the 13F portfolio, value $24,303,790.

    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 612,797 shares
    Change vs previous 13F +11,706 shares

    0.12% of the 13F portfolio, value $33,562,876.

    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 601,091 shares
    Change vs previous 13F +80,375 shares

    0.15% of the 13F portfolio, value $32,380,778.

    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 520,716 shares
    Change vs previous 13F +23,551 shares

    0.14% of the 13F portfolio, value $26,540,413.

    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 497,165 shares
    Change vs previous 13F +44,417 shares

    0.15% of the 13F portfolio, value $24,763,782.

    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 452,748 shares
    Change vs previous 13F +62,561 shares

    0.13% of the 13F portfolio, value $21,881,329.

    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 390,187 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $17,683,322.

    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).