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Disclosery

NewEdge Advisors, LLC: IBDV position timeline

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

NewEdge Advisors, LLC held 1,219,208 IBDV 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 1,219,208 shares
    Change vs previous 13F +70,438 shares

    0.08% of the 13F portfolio, value $26,578,727.

    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 1,148,770 shares
    Change vs previous 13F +13,996 shares

    0.09% of the 13F portfolio, value $25,146,571.

    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 1,134,774 shares
    Change vs previous 13F +185,274 shares

    0.09% of the 13F portfolio, value $25,044,474.

    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 949,500 shares
    Change vs previous 13F +260,892 shares

    0.1% of the 13F portfolio, value $21,031,434.

    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 688,608 shares
    Change vs previous 13F -58,738 shares

    0.08% of the 13F portfolio, value $15,135,596.

    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 747,346 shares
    Change vs previous 13F +116,011 shares

    0.1% of the 13F portfolio, value $16,232,336.

    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 631,335 shares
    Change vs previous 13F -782 shares

    0.08% of the 13F portfolio, value $13,485,308.

    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 632,117 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $14,014,054.

    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).