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NewEdge Advisors, LLC: XMMO position timeline

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

NewEdge Advisors, LLC held 155,686 XMMO 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 155,686 shares
    Change vs previous 13F +77,403 shares

    0.08% of the 13F portfolio, value $26,488,515.

    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 78,283 shares
    Change vs previous 13F +33,256 shares

    0.04% of the 13F portfolio, value $11,352,641.

    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 45,027 shares
    Change vs previous 13F +1,094 shares

    0.02% of the 13F portfolio, value $6,234,261.

    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 43,933 shares
    Change vs previous 13F -1,876 shares

    0.03% of the 13F portfolio, value $5,941,053.

    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 45,809 shares
    Change vs previous 13F -3,695 shares

    0.03% of the 13F portfolio, value $5,892,249.

    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 49,504 shares
    Change vs previous 13F -4,755 shares

    0.03% of the 13F portfolio, value $5,631,516.

    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 54,259 shares
    Change vs previous 13F +3,560 shares

    0.04% of the 13F portfolio, value $6,702,578.

    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 50,699 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,100,597.

    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).