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NewEdge Advisors, LLC: IBTG position timeline

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

NewEdge Advisors, LLC held 2,698,260 IBTG 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 2,698,260 shares
    Change vs previous 13F +769,379 shares

    0.18% of the 13F portfolio, value $61,763,166.

    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 1,928,881 shares
    Change vs previous 13F +110,974 shares

    0.16% of the 13F portfolio, value $44,200,300.

    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 1,817,907 shares
    Change vs previous 13F -86,498 shares

    0.15% of the 13F portfolio, value $41,584,730.

    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 1,904,405 shares
    Change vs previous 13F +123,656 shares

    0.2% of the 13F portfolio, value $43,706,138.

    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 1,780,749 shares
    Change vs previous 13F -69,853 shares

    0.21% of the 13F portfolio, value $40,832,570.

    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 1,850,602 shares
    Change vs previous 13F -167,656 shares

    0.25% of the 13F portfolio, value $42,452,826.

    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 2,018,258 shares
    Change vs previous 13F +588,149 shares

    0.28% of the 13F portfolio, value $46,036,467.

    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 1,430,109 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $32,985,484.

    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).