Position in BLNE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$594,197
-$572,542 QoQ
Shares Held
252,850
-62.7% QoQ
Ownership
0.811%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLNE Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $1,293,970 across 6 Mortgage Finance names. BLNE ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
44,434 | $633,184 | |
| 2 | BLNE |
Beeline Holdings, Inc.
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|
252,850 | $594,197 | |
| 3 | GHI |
Greystone Housing Impact Investors LP
|
13,106 | $64,481 | |
| 4 | UWMC |
UWM Holdings Corp
|
280 | $1,013 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
10 | $874 | |
| 6 | WD |
Walker & Dunlop, Inc.
|
5 | $221 |
All Filings in BLNE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $594,197 | 252,850 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,166,739 | 678,337 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,442,724 | 1,121,900 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $54,760 | 37,000 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||