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Disclosery

NewEdge Advisors, LLC: IAUM position timeline

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

NewEdge Advisors, LLC held 10,594 IAUM 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 10,594 shares
    Change vs previous 13F +1,998 shares

    <0.01% of the 13F portfolio, value $423,866.

    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 8,596 shares
    Change vs previous 13F -26,325 shares

    <0.01% of the 13F portfolio, value $401,433.

    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 34,921 shares
    Change vs previous 13F +341 shares

    0.01% of the 13F portfolio, value $1,501,254.

    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 34,580 shares
    Change vs previous 13F +4,031 shares

    0.01% of the 13F portfolio, value $1,331,330.

    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 30,549 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $1,007,812.

    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 30,731 shares
    Change vs previous 13F +4,108 shares

    0.01% of the 13F portfolio, value $957,885.

    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 26,623 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $696,724.

    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).