Skip to content
Disclosery

NewEdge Advisors, LLC: IBND position timeline

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

NewEdge Advisors, LLC held 2,497 IBND 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 2,497 shares
    Change vs previous 13F -105 shares

    <0.01% of the 13F portfolio, value $77,870.

    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 2,602 shares
    Change vs previous 13F -448 shares

    <0.01% of the 13F portfolio, value $80,855.

    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 3,050 shares
    Change vs previous 13F -595 shares

    <0.01% of the 13F portfolio, value $97,940.

    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 3,645 shares
    Change vs previous 13F -936 shares

    <0.01% of the 13F portfolio, value $117,688.

    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 4,581 shares
    Change vs previous 13F -4,298 shares

    <0.01% of the 13F portfolio, value $149,300.

    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 8,879 shares
    Change vs previous 13F -20,925 shares

    <0.01% of the 13F portfolio, value $261,842.

    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 29,804 shares
    Change vs previous 13F +2,452 shares

    0.01% of the 13F portfolio, value $845,258.

    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 27,352 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $836,962.

    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).