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NewEdge Advisors, LLC: IBDR position timeline

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

NewEdge Advisors, LLC held 1,136,875 IBDR 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 1,136,875 shares
    Change vs previous 13F +22,436 shares

    0.08% of the 13F portfolio, value $27,546,486.

    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 1,114,439 shares
    Change vs previous 13F +67,716 shares

    0.1% of the 13F portfolio, value $27,014,018.

    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 1,046,723 shares
    Change vs previous 13F +141,543 shares

    0.09% of the 13F portfolio, value $25,362,097.

    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 905,180 shares
    Change vs previous 13F +150,018 shares

    0.1% of the 13F portfolio, value $21,995,903.

    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 755,162 shares
    Change vs previous 13F +65,712 shares

    0.09% of the 13F portfolio, value $18,312,792.

    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 689,450 shares
    Change vs previous 13F -20,672 shares

    0.1% of the 13F portfolio, value $16,691,589.

    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 710,122 shares
    Change vs previous 13F -153 shares

    0.1% of the 13F portfolio, value $17,092,632.

    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 710,275 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $17,259,727.

    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).