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Disclosery

NewEdge Advisors, LLC: IAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on IAT, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 2,250 IAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,250 shares
    Change vs previous 13F +310 shares

    <0.01% of the 13F portfolio, value $139,942.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 1,940 shares
    Change vs previous 13F +1,202 shares

    <0.01% of the 13F portfolio, value $104,430.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 738 shares
    Change vs previous 13F -5,235 shares

    <0.01% of the 13F portfolio, value $40,722.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 ended2025-09-30
    13F 5,973 shares
    Change vs previous 13F -335 shares

    <0.01% of the 13F portfolio, value $313,753.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,308 shares
    Change vs previous 13F -1,974 shares

    <0.01% of the 13F portfolio, value $312,586.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 ended2025-03-31
    13F 8,282 shares
    Change vs previous 13F +475 shares

    <0.01% of the 13F portfolio, value $386,191.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,807 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $393,163.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,707 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $366,391.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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