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NewEdge Advisors, LLC: IBMQ position timeline

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

NewEdge Advisors, LLC held 532,337 IBMQ 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 532,337 shares
    Change vs previous 13F +39,082 shares

    0.04% of the 13F portfolio, value $13,617,186.

    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 493,255 shares
    Change vs previous 13F +5,044 shares

    0.05% of the 13F portfolio, value $12,592,782.

    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 488,211 shares
    Change vs previous 13F +35,214 shares

    0.05% of the 13F portfolio, value $12,485,992.

    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 452,997 shares
    Change vs previous 13F +18,001 shares

    0.05% of the 13F portfolio, value $11,614,832.

    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 434,996 shares
    Change vs previous 13F +9,644 shares

    0.06% of the 13F portfolio, value $11,053,262.

    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 425,352 shares
    Change vs previous 13F +55,208 shares

    0.06% of the 13F portfolio, value $10,757,155.

    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 370,144 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,320,223.

    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).