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NewEdge Advisors, LLC: IBHF position timeline

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

NewEdge Advisors, LLC held 248,808 IBHF 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 248,808 shares
    Change vs previous 13F +10,646 shares

    0.02% of the 13F portfolio, value $5,635,517.

    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 238,162 shares
    Change vs previous 13F +12,853 shares

    0.02% of the 13F portfolio, value $5,465,821.

    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 225,309 shares
    Change vs previous 13F +5,026 shares

    0.02% of the 13F portfolio, value $5,200,130.

    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 220,283 shares
    Change vs previous 13F +17,507 shares

    0.02% of the 13F portfolio, value $5,152,426.

    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 202,776 shares
    Change vs previous 13F +1,332 shares

    0.02% of the 13F portfolio, value $4,710,484.

    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 201,444 shares
    Change vs previous 13F +140,644 shares

    0.03% of the 13F portfolio, value $4,677,527.

    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 60,800 shares
    Change vs previous 13F +9,109 shares

    0.01% of the 13F portfolio, value $1,407,527.

    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 51,691 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,210,104.

    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).