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NewEdge Advisors, LLC: IBHG position timeline

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

NewEdge Advisors, LLC held 185,840 IBHG 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 185,840 shares
    Change vs previous 13F +18,920 shares

    0.01% of the 13F portfolio, value $4,103,352.

    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 166,920 shares
    Change vs previous 13F +14,013 shares

    0.01% of the 13F portfolio, value $3,693,946.

    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 152,907 shares
    Change vs previous 13F +12,405 shares

    0.01% of the 13F portfolio, value $3,412,877.

    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 140,502 shares
    Change vs previous 13F +8,331 shares

    0.01% of the 13F portfolio, value $3,159,890.

    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 132,171 shares
    Change vs previous 13F -34,717 shares

    0.02% of the 13F portfolio, value $2,979,139.

    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 166,888 shares
    Change vs previous 13F +109,689 shares

    0.02% of the 13F portfolio, value $3,725,775.

    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 57,199 shares
    Change vs previous 13F +1,547 shares

    0.01% of the 13F portfolio, value $1,272,096.

    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 55,652 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,257,744.

    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).