SDPI β€” SUPERIOR DRILLING PRODS INC

Ownership history in NewEdge Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

NewEdge Advisors, LLC reported SUPERIOR DRILLING PRODS INC (SDPI) in 7 quarterly 13F filings from 2023 Q4 through 2024 Q2. The latest visible filing shows SDPI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SDPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NewEdge Advisors, LLC's position in SUPERIOR DRILLING PRODS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

SDPI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NewEdge Advisors, LLC held SDPI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 ADDED 22,000 +7,000 +46.7% 0.00% $29K 2024-08-16 β€”
2024 Q1 UNCHANGED 15,000 β€” 0% 0.00% $14K 2024-05-14 β€”
2023 Q4 UNCHANGED 15,000 β€” 0% 0.00% $11K 2024-02-13 β€”
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About NewEdge Advisors, LLC and SDPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has NewEdge Advisors, LLC reported owning SDPI?

NewEdge Advisors, LLC reported SDPI across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported SDPI position in NewEdge Advisors, LLC's portfolio?

The largest reported portfolio weight for SDPI was 0.00% in 2024 Q2.

What is the latest reported SDPI position on this page?

The most recent filing on this page is 2024 Q2, when NewEdge Advisors, LLC reported 22,000 shares, equal to 0.00% of portfolio, with an estimated market value of $29K.

What does the chart on this SDPI ownership page compare?

The chart compares NewEdge Advisors, LLC's quarterly SDPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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