Position in LX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,859
-$198 QoQ
Shares Held
944
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 81 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LX Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $384,453,560 across 20 Credit Services names. LX ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
760,691 | $260,985,475 | |
| 2 | MA |
Mastercard Inc
|
115,937 | $59,545,243 | |
| 3 | AXP |
American Express Co
|
112,398 | $38,018,623 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
555,799 | $9,965,476 | |
| 5 | COF |
Capital One Financial Corp
|
39,306 | $7,885,569 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
31,612 | $2,577,958 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,688 | $1,195,567 | |
| 8 | SYF |
Synchrony Financial
|
14,616 | $1,111,546 |
All Filings in LX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,859 | 944 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,057 | 944 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $9,352 | 2,860 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $103,540 | 19,426 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $141,510 | 19,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $183,294 | 18,166 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $165,537 | 28,541 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $207,075 | 20,584 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||