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NewEdge Advisors, LLC: IBIT position timeline

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

NewEdge Advisors, LLC held 447,830 IBIT 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 447,830 shares
    Change vs previous 13F -29,979 shares

    0.04% of the 13F portfolio, value $14,908,270.

    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 477,809 shares
    Change vs previous 13F +30,805 shares

    0.07% of the 13F portfolio, value $18,357,435.

    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 447,004 shares
    Change vs previous 13F -296,990 shares

    0.08% of the 13F portfolio, value $21,152,266.

    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 743,994 shares
    Change vs previous 13F +227,290 shares

    0.14% of the 13F portfolio, value $31,641,725.

    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 516,704 shares
    Change vs previous 13F +200,872 shares

    0.11% of the 13F portfolio, value $20,972,922.

    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 315,832 shares
    Change vs previous 13F +175,681 shares

    0.06% of the 13F portfolio, value $10,190,242.

    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 140,151 shares
    Change vs previous 13F +93,145 shares

    0.04% of the 13F portfolio, value $7,061,714.

    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 47,006 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,698,326.

    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).