Skip to content
Disclosery

NewEdge Advisors, LLC: XLSR position timeline

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

NewEdge Advisors, LLC held 307,442 XLSR 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 307,442 shares
    Change vs previous 13F +19,798 shares

    0.06% of the 13F portfolio, value $19,940,665.

    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 287,644 shares
    Change vs previous 13F +21,872 shares

    0.06% of the 13F portfolio, value $16,608,549.

    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 265,772 shares
    Change vs previous 13F -22,821 shares

    0.06% of the 13F portfolio, value $16,560,282.

    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 288,593 shares
    Change vs previous 13F +2,704 shares

    0.08% of the 13F portfolio, value $17,203,016.

    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 285,889 shares
    Change vs previous 13F +7,117 shares

    0.08% of the 13F portfolio, value $15,701,023.

    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 278,772 shares
    Change vs previous 13F +37,027 shares

    0.08% of the 13F portfolio, value $14,153,211.

    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 241,745 shares
    Change vs previous 13F +1,092 shares

    0.08% of the 13F portfolio, value $12,918,855.

    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 240,653 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $12,474,229.

    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).