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NewEdge Advisors, LLC: YYY position timeline

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

NewEdge Advisors, LLC held 41,610 YYY 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 41,610 shares
    Change vs previous 13F -17,404 shares

    <0.01% of the 13F portfolio, value $479,762.

    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 59,014 shares
    Change vs previous 13F -4,299 shares

    <0.01% of the 13F portfolio, value $650,921.

    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 63,313 shares
    Change vs previous 13F -860 shares

    <0.01% of the 13F portfolio, value $728,725.

    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 64,173 shares
    Change vs previous 13F +7,204 shares

    <0.01% of the 13F portfolio, value $757,886.

    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 56,969 shares
    Change vs previous 13F -1,764 shares

    <0.01% of the 13F portfolio, value $667,108.

    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 58,733 shares
    Change vs previous 13F +1,842 shares

    <0.01% of the 13F portfolio, value $670,141.

    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 56,891 shares
    Change vs previous 13F -2,935 shares

    <0.01% of the 13F portfolio, value $655,383.

    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 59,826 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $737,659.

    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).