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Disclosery

NewEdge Advisors, LLC: XMLV position timeline

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

NewEdge Advisors, LLC held 231 XMLV 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 231 shares
    Change vs previous 13F -1,601 shares

    <0.01% of the 13F portfolio, value $8,154.

    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 1,832 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $115,329.

    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 1,822 shares
    Change vs previous 13F -97,298 shares

    <0.01% of the 13F portfolio, value $113,655.

    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 99,120 shares
    Change vs previous 13F +2,919 shares

    0.03% of the 13F portfolio, value $6,305,913.

    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 96,201 shares
    Change vs previous 13F +24,996 shares

    0.03% of the 13F portfolio, value $5,937,440.

    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 71,205 shares
    Change vs previous 13F +55,341 shares

    0.02% of the 13F portfolio, value $3,749,560.

    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 15,864 shares
    Change vs previous 13F +67 shares

    0.01% of the 13F portfolio, value $964,821.

    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 15,797 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $964,280.

    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).