Skip to content
Disclosery

NewEdge Advisors, LLC: IBDW position timeline

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

NewEdge Advisors, LLC held 1,210,400 IBDW 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 1,210,400 shares
    Change vs previous 13F +40,063 shares

    0.08% of the 13F portfolio, value $25,224,740.

    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 1,170,337 shares
    Change vs previous 13F -25,509 shares

    0.09% of the 13F portfolio, value $24,495,149.

    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 1,195,846 shares
    Change vs previous 13F +59,126 shares

    0.09% of the 13F portfolio, value $25,292,141.

    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 1,136,720 shares
    Change vs previous 13F +262,710 shares

    0.11% of the 13F portfolio, value $24,121,189.

    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 874,010 shares
    Change vs previous 13F -71,727 shares

    0.09% of the 13F portfolio, value $18,389,180.

    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 945,737 shares
    Change vs previous 13F -17,461 shares

    0.12% of the 13F portfolio, value $19,624,087.

    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 963,198 shares
    Change vs previous 13F +40,864 shares

    0.12% of the 13F portfolio, value $19,601,085.

    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 922,334 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $19,571,919.

    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).