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NewEdge Advisors, LLC: IBTK position timeline

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

NewEdge Advisors, LLC held 540,886 IBTK 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 540,886 shares
    Change vs previous 13F +40,753 shares

    0.03% of the 13F portfolio, value $10,568,913.

    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 500,133 shares
    Change vs previous 13F +30,944 shares

    0.04% of the 13F portfolio, value $9,862,621.

    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 469,189 shares
    Change vs previous 13F +48,327 shares

    0.03% of the 13F portfolio, value $9,311,053.

    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 420,862 shares
    Change vs previous 13F +413,510 shares

    0.04% of the 13F portfolio, value $8,364,661.

    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 7,352 shares
    Change vs previous 13F -36,127 shares

    <0.01% of the 13F portfolio, value $145,864.

    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 43,479 shares
    Change vs previous 13F +2,180 shares

    0.01% of the 13F portfolio, value $854,794.

    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 41,299 shares
    Change vs previous 13F -6,539 shares

    <0.01% of the 13F portfolio, value $792,647.

    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 47,838 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $958,912.

    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).