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NewEdge Advisors, LLC: XLP position timeline

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

NewEdge Advisors, LLC held 205,226 XLP 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 205,226 shares
    Change vs previous 13F -754 shares

    0.05% of the 13F portfolio, value $17,048,121.

    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 205,980 shares
    Change vs previous 13F -18,402 shares

    0.06% of the 13F portfolio, value $16,886,219.

    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 224,382 shares
    Change vs previous 13F +12,064 shares

    0.06% of the 13F portfolio, value $17,429,942.

    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 212,318 shares
    Change vs previous 13F +68,094 shares

    0.08% of the 13F portfolio, value $16,639,367.

    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 144,224 shares
    Change vs previous 13F +22,645 shares

    0.06% of the 13F portfolio, value $11,677,772.

    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 121,579 shares
    Change vs previous 13F +1,768 shares

    0.06% of the 13F portfolio, value $9,929,361.

    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 119,811 shares
    Change vs previous 13F -10,475 shares

    0.06% of the 13F portfolio, value $9,418,338.

    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 130,286 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,813,780.

    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).