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NewEdge Advisors, LLC: ICVT position timeline

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

NewEdge Advisors, LLC held 85,064 ICVT 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 85,064 shares
    Change vs previous 13F +19,854 shares

    0.03% of the 13F portfolio, value $10,355,702.

    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 65,210 shares
    Change vs previous 13F -23,416 shares

    0.02% of the 13F portfolio, value $6,637,735.

    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 88,626 shares
    Change vs previous 13F +17,033 shares

    0.03% of the 13F portfolio, value $8,729,763.

    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 71,593 shares
    Change vs previous 13F +8,900 shares

    0.03% of the 13F portfolio, value $7,162,894.

    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 62,693 shares
    Change vs previous 13F -28,543 shares

    0.03% of the 13F portfolio, value $5,648,626.

    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 91,236 shares
    Change vs previous 13F +7,886 shares

    0.05% of the 13F portfolio, value $7,628,186.

    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 83,350 shares
    Change vs previous 13F +18,643 shares

    0.04% of the 13F portfolio, value $7,082,270.

    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 64,707 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,414,094.

    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).