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NewEdge Advisors, LLC: IBDS position timeline

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

NewEdge Advisors, LLC held 827,982 IBDS 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 827,982 shares
    Change vs previous 13F +70,902 shares

    0.06% of the 13F portfolio, value $20,053,727.

    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 757,080 shares
    Change vs previous 13F +33,169 shares

    0.07% of the 13F portfolio, value $18,351,634.

    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 723,911 shares
    Change vs previous 13F +89,572 shares

    0.06% of the 13F portfolio, value $17,576,560.

    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 634,339 shares
    Change vs previous 13F +20,833 shares

    0.07% of the 13F portfolio, value $15,439,839.

    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 613,506 shares
    Change vs previous 13F -30,453 shares

    0.08% of the 13F portfolio, value $14,889,813.

    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 643,959 shares
    Change vs previous 13F +3,814 shares

    0.09% of the 13F portfolio, value $15,570,930.

    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 640,145 shares
    Change vs previous 13F +473,690 shares

    0.09% of the 13F portfolio, value $15,337,868.

    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 166,455 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,056,495.

    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).