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Disclosery

NewEdge Advisors, LLC: ZOCT position timeline

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

NewEdge Advisors, LLC held 9,726 ZOCT 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 9,726 shares
    Change vs previous 13F -4,027 shares

    <0.01% of the 13F portfolio, value $268,550.

    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 13,753 shares
    Change vs previous 13F -148,983 shares

    <0.01% of the 13F portfolio, value $367,865.

    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 162,736 shares
    Change vs previous 13F -68,403 shares

    0.02% of the 13F portfolio, value $4,367,135.

    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 231,139 shares
    Change vs previous 13F -903 shares

    0.03% of the 13F portfolio, value $6,143,675.

    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 232,042 shares
    Change vs previous 13F -15,380 shares

    0.03% of the 13F portfolio, value $6,031,653.

    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 247,422 shares
    Change vs previous 13F -1,492 shares

    0.04% of the 13F portfolio, value $6,222,837.

    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 248,914 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,287,568.

    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).