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Disclosery

NewEdge Advisors, LLC: IBDX position timeline

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

NewEdge Advisors, LLC held 876,466 IBDX 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 876,466 shares
    Change vs previous 13F +46,804 shares

    0.07% of the 13F portfolio, value $22,078,172.

    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 829,662 shares
    Change vs previous 13F -30,551 shares

    0.08% of the 13F portfolio, value $20,965,572.

    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 860,213 shares
    Change vs previous 13F +28,474 shares

    0.08% of the 13F portfolio, value $21,961,220.

    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 831,739 shares
    Change vs previous 13F +705,793 shares

    0.1% of the 13F portfolio, value $21,365,745.

    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 125,946 shares
    Change vs previous 13F -41,870 shares

    0.02% of the 13F portfolio, value $3,184,552.

    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 167,816 shares
    Change vs previous 13F +132,506 shares

    0.02% of the 13F portfolio, value $4,193,710.

    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 35,310 shares
    Change vs previous 13F -43,121 shares

    0.01% of the 13F portfolio, value $867,914.

    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 78,431 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,016,478.

    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).