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NewEdge Advisors, LLC: XYLD position timeline

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

NewEdge Advisors, LLC held 79,486 XYLD 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 79,486 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $3,242,243.

    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 79,367 shares
    Change vs previous 13F +2,749 shares

    0.01% of the 13F portfolio, value $3,105,634.

    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 76,618 shares
    Change vs previous 13F +3,870 shares

    0.01% of the 13F portfolio, value $3,113,004.

    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 72,748 shares
    Change vs previous 13F +6,724 shares

    0.01% of the 13F portfolio, value $2,856,104.

    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 66,024 shares
    Change vs previous 13F +11,279 shares

    0.01% of the 13F portfolio, value $2,570,977.

    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 54,745 shares
    Change vs previous 13F +6,509 shares

    0.01% of the 13F portfolio, value $2,161,878.

    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 48,236 shares
    Change vs previous 13F +10,326 shares

    0.01% of the 13F portfolio, value $2,021,105.

    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 37,910 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,573,298.

    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).