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NewEdge Advisors, LLC: IBTM position timeline

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

NewEdge Advisors, LLC held 157,946 IBTM 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 157,946 shares
    Change vs previous 13F -2,162 shares

    0.01% of the 13F portfolio, value $3,584,587.

    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 160,108 shares
    Change vs previous 13F -12,074 shares

    0.01% of the 13F portfolio, value $3,671,338.

    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 172,182 shares
    Change vs previous 13F +8,191 shares

    0.01% of the 13F portfolio, value $3,973,096.

    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 163,991 shares
    Change vs previous 13F -196,165 shares

    0.02% of the 13F portfolio, value $3,793,097.

    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 360,156 shares
    Change vs previous 13F +17,906 shares

    0.04% of the 13F portfolio, value $8,294,377.

    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 342,250 shares
    Change vs previous 13F -492,991 shares

    0.05% of the 13F portfolio, value $7,834,105.

    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 835,241 shares
    Change vs previous 13F +34,100 shares

    0.11% of the 13F portfolio, value $18,542,364.

    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 801,141 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $18,810,803.

    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).