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NewEdge Advisors, LLC: IBTL position timeline

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

NewEdge Advisors, LLC held 676,777 IBTL 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 676,777 shares
    Change vs previous 13F +38,213 shares

    0.04% of the 13F portfolio, value $13,664,135.

    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 638,564 shares
    Change vs previous 13F +30,220 shares

    0.05% of the 13F portfolio, value $13,026,000.

    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 608,344 shares
    Change vs previous 13F +66,272 shares

    0.05% of the 13F portfolio, value $12,486,258.

    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 542,072 shares
    Change vs previous 13F +536,139 shares

    0.05% of the 13F portfolio, value $11,150,429.

    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 5,933 shares
    Change vs previous 13F -23,904 shares

    <0.01% of the 13F portfolio, value $121,629.

    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 29,837 shares
    Change vs previous 13F -107,556 shares

    <0.01% of the 13F portfolio, value $606,588.

    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 137,393 shares
    Change vs previous 13F +40,621 shares

    0.02% of the 13F portfolio, value $2,720,382.

    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 96,772 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,014,791.

    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).