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NewEdge Advisors, LLC: IBHH position timeline

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

NewEdge Advisors, LLC held 795,441 IBHH 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 795,441 shares
    Change vs previous 13F +36,338 shares

    0.06% of the 13F portfolio, value $18,692,913.

    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 759,103 shares
    Change vs previous 13F -37,277 shares

    0.06% of the 13F portfolio, value $17,816,140.

    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 796,380 shares
    Change vs previous 13F +33,885 shares

    0.07% of the 13F portfolio, value $18,854,281.

    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 762,495 shares
    Change vs previous 13F +241,224 shares

    0.08% of the 13F portfolio, value $18,193,126.

    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 521,271 shares
    Change vs previous 13F +13,497 shares

    0.06% of the 13F portfolio, value $12,369,755.

    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 507,774 shares
    Change vs previous 13F -49,862 shares

    0.07% of the 13F portfolio, value $11,861,579.

    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 557,636 shares
    Change vs previous 13F +9,484 shares

    0.08% of the 13F portfolio, value $13,031,209.

    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 548,152 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $13,046,019.

    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).