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Disclosery

NewEdge Advisors, LLC: IBDT position timeline

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

NewEdge Advisors, LLC held 850,687 IBDT 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 850,687 shares
    Change vs previous 13F +65,623 shares

    0.06% of the 13F portfolio, value $21,479,982.

    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 785,064 shares
    Change vs previous 13F +34,135 shares

    0.07% of the 13F portfolio, value $19,885,659.

    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 750,929 shares
    Change vs previous 13F +552,205 shares

    0.07% of the 13F portfolio, value $19,114,880.

    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 198,724 shares
    Change vs previous 13F -6,040 shares

    0.02% of the 13F portfolio, value $5,071,433.

    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 204,764 shares
    Change vs previous 13F -22,542 shares

    0.03% of the 13F portfolio, value $5,205,114.

    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 227,306 shares
    Change vs previous 13F -9,909 shares

    0.03% of the 13F portfolio, value $5,741,731.

    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 237,215 shares
    Change vs previous 13F +41,554 shares

    0.04% of the 13F portfolio, value $5,906,648.

    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 195,661 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,995,239.

    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).