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Disclosery

NewEdge Advisors, LLC: YEAR position timeline

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

NewEdge Advisors, LLC held 25,391 YEAR 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 25,391 shares
    Change vs previous 13F -1,999 shares

    <0.01% of the 13F portfolio, value $1,278,166.

    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 27,390 shares
    Change vs previous 13F -11,218 shares

    <0.01% of the 13F portfolio, value $1,382,526.

    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 38,608 shares
    Change vs previous 13F -3,811 shares

    0.01% of the 13F portfolio, value $1,948,951.

    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 42,419 shares
    Change vs previous 13F +7,396 shares

    0.01% of the 13F portfolio, value $2,149,583.

    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 35,023 shares
    Change vs previous 13F -2,412 shares

    0.01% of the 13F portfolio, value $1,774,248.

    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 37,435 shares
    Change vs previous 13F +7,933 shares

    0.01% of the 13F portfolio, value $1,894,599.

    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 29,502 shares
    Change vs previous 13F +16,883 shares

    0.01% of the 13F portfolio, value $1,485,410.

    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 12,619 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $641,613.

    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).