NewEdge Advisors, LLC GXDW β€” GLOBAL X

Ownership history in NewEdge Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

NewEdge Advisors, LLC reported GLOBAL X (GXDW) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows GXDW 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.

What this GXDW 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 GLOBAL X, 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
2026 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 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 GXDW β€” position size vs. price
% of Fund (quarterly)    GXDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 140 β€” 0% 0.00% $4K 2026-08-12 $24.84
2025 Q4 INITIATED β€” β€” β€” 140 β€” β€” 0.00% $3K 2026-02-18 $23.65

FAQ About NewEdge Advisors, LLC and GXDW

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 GXDW?

NewEdge Advisors, LLC reported GXDW across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

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

The largest reported portfolio weight for GXDW was 0.00% in 2025 Q4.

What is the latest reported GXDW position on this page?

The most recent filing on this page is 2026 Q2, when NewEdge Advisors, LLC reported 140 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this GXDW ownership page compare?

The chart compares NewEdge Advisors, LLC's quarterly GXDW 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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