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NewEdge Advisors, LLC: IBTJ position timeline

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

NewEdge Advisors, LLC held 499,976 IBTJ 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 499,976 shares
    Change vs previous 13F +45,939 shares

    0.03% of the 13F portfolio, value $10,824,498.

    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 454,037 shares
    Change vs previous 13F +27,825 shares

    0.04% of the 13F portfolio, value $9,917,522.

    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 426,212 shares
    Change vs previous 13F +39,912 shares

    0.03% of the 13F portfolio, value $9,353,227.

    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 386,300 shares
    Change vs previous 13F +338,814 shares

    0.04% of the 13F portfolio, value $8,481,228.

    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 47,486 shares
    Change vs previous 13F -117,697 shares

    0.01% of the 13F portfolio, value $1,040,887.

    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 165,183 shares
    Change vs previous 13F +33,703 shares

    0.02% of the 13F portfolio, value $3,596,041.

    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 131,480 shares
    Change vs previous 13F +90,187 shares

    0.02% of the 13F portfolio, value $2,803,982.

    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 41,293 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $912,784.

    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).