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Disclosery

NewEdge Advisors, LLC: YLD position timeline

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

NewEdge Advisors, LLC held 78,071 YLD 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 78,071 shares
    Change vs previous 13F -3,533 shares

    <0.01% of the 13F portfolio, value $1,489,592.

    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 81,604 shares
    Change vs previous 13F -10,031 shares

    0.01% of the 13F portfolio, value $1,547,201.

    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 91,635 shares
    Change vs previous 13F -129,235 shares

    0.01% of the 13F portfolio, value $1,741,524.

    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 220,870 shares
    Change vs previous 13F +106,410 shares

    0.02% of the 13F portfolio, value $4,295,747.

    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 114,460 shares
    Change vs previous 13F +36,561 shares

    0.01% of the 13F portfolio, value $2,217,084.

    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 77,899 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,483,972.

    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).