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WEALTHEDGE INVESTMENT ADVISORS, LLC: NYF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHEDGE INVESTMENT ADVISORS, LLC on NYF, newest first. How the timeline and the estimate are built.

WEALTHEDGE INVESTMENT ADVISORS, LLC held 11,659 NYF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,659 shares
    Change vs previous 13F +2,524 shares

    0.21% of the 13F portfolio, value $628,478.

    13F-HR 0002058455-26-000003 filed by WEALTHEDGE INVESTMENT 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 9,135 shares
    Change vs previous 13F +4,366 shares

    0.18% of the 13F portfolio, value $485,251.

    13F-HR 0002058455-26-000002 filed by WEALTHEDGE INVESTMENT 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 4,769 shares
    Change vs previous 13F +4,769 shares

    0.09% of the 13F portfolio, value $255,189.

    13F-HR 0002058455-26-000001 filed by WEALTHEDGE INVESTMENT 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,287 shares

    13F-HR 0001085146-25-004997 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 4,287 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $225,711.

    13F-HR 0001085146-25-003040 filed by WEALTHEDGE INVESTMENT 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 ended2024-12-31
    13F 4,287 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $228,154.

    13F-HR 0001085146-25-001825 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).