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NewEdge Advisors, LLC: IBMO position timeline

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

NewEdge Advisors, LLC held 732,003 IBMO 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 732,003 shares
    Change vs previous 13F +32,488 shares

    0.06% of the 13F portfolio, value $18,768,623.

    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 699,515 shares
    Change vs previous 13F +12,787 shares

    0.06% of the 13F portfolio, value $17,928,581.

    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 686,728 shares
    Change vs previous 13F +41,503 shares

    0.06% of the 13F portfolio, value $17,605,664.

    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 645,225 shares
    Change vs previous 13F +30,053 shares

    0.08% of the 13F portfolio, value $16,556,452.

    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 615,172 shares
    Change vs previous 13F +45,604 shares

    0.08% of the 13F portfolio, value $15,762,571.

    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 569,568 shares
    Change vs previous 13F +10,133 shares

    0.09% of the 13F portfolio, value $14,558,172.

    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 559,435 shares
    Change vs previous 13F +1,813 shares

    0.09% of the 13F portfolio, value $14,243,194.

    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 557,622 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $14,305,826.

    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).