Skip to content
Disclosery

NewEdge Advisors, LLC: ZION position timeline

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

NewEdge Advisors, LLC held 8,396 ZION 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 8,396 shares
    Change vs previous 13F +270 shares

    <0.01% of the 13F portfolio, value $580,908.

    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 8,126 shares
    Change vs previous 13F +358 shares

    <0.01% of the 13F portfolio, value $468,209.

    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 7,768 shares
    Change vs previous 13F -5,361 shares

    <0.01% of the 13F portfolio, value $454,731.

    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 13,129 shares
    Change vs previous 13F -1,759 shares

    <0.01% of the 13F portfolio, value $742,859.

    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 14,888 shares
    Change vs previous 13F -1,886 shares

    <0.01% of the 13F portfolio, value $773,327.

    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 16,774 shares
    Change vs previous 13F -338 shares

    <0.01% of the 13F portfolio, value $836,350.

    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 17,112 shares
    Change vs previous 13F +101 shares

    0.01% of the 13F portfolio, value $928,328.

    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 17,011 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $803,251.

    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).