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NewEdge Advisors, LLC: XMHQ position timeline

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

NewEdge Advisors, LLC held 364,659 XMHQ 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 364,659 shares
    Change vs previous 13F +30,976 shares

    0.12% of the 13F portfolio, value $41,162,742.

    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 333,683 shares
    Change vs previous 13F +22,918 shares

    0.12% of the 13F portfolio, value $34,492,694.

    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 310,765 shares
    Change vs previous 13F +9,131 shares

    0.12% of the 13F portfolio, value $31,828,573.

    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 301,634 shares
    Change vs previous 13F +9,928 shares

    0.14% of the 13F portfolio, value $31,659,554.

    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 291,706 shares
    Change vs previous 13F +18,025 shares

    0.15% of the 13F portfolio, value $28,657,193.

    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 273,681 shares
    Change vs previous 13F +136,833 shares

    0.15% of the 13F portfolio, value $25,049,998.

    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 136,848 shares
    Change vs previous 13F +37,842 shares

    0.08% of the 13F portfolio, value $13,475,470.

    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 99,006 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,156,049.

    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).