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NewEdge Advisors, LLC: YOU position timeline

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

NewEdge Advisors, LLC held 21,708 YOU 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 21,708 shares
    Change vs previous 13F +5,006 shares

    <0.01% of the 13F portfolio, value $1,209,811.

    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 16,702 shares
    Change vs previous 13F +3,366 shares

    <0.01% of the 13F portfolio, value $808,551.

    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 13,336 shares
    Change vs previous 13F +10,170 shares

    <0.01% of the 13F portfolio, value $467,843.

    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 3,166 shares
    Change vs previous 13F -241 shares

    <0.01% of the 13F portfolio, value $105,666.

    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 3,407 shares
    Change vs previous 13F -1,176 shares

    <0.01% of the 13F portfolio, value $94,579.

    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 4,583 shares
    Change vs previous 13F +1,801 shares

    <0.01% of the 13F portfolio, value $118,739.

    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 2,782 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $74,125.

    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).