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Disclosery

NewEdge Advisors, LLC: IDV position timeline

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

NewEdge Advisors, LLC held 245,488 IDV 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 245,488 shares
    Change vs previous 13F +37,978 shares

    0.03% of the 13F portfolio, value $10,170,538.

    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 207,510 shares
    Change vs previous 13F -8,049 shares

    0.03% of the 13F portfolio, value $8,831,609.

    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 215,559 shares
    Change vs previous 13F +4,131 shares

    0.03% of the 13F portfolio, value $8,503,814.

    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 211,428 shares
    Change vs previous 13F +12,625 shares

    0.04% of the 13F portfolio, value $7,727,712.

    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 198,803 shares
    Change vs previous 13F +58,525 shares

    0.04% of the 13F portfolio, value $6,860,721.

    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 140,278 shares
    Change vs previous 13F +106,154 shares

    0.03% of the 13F portfolio, value $4,351,429.

    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 34,124 shares
    Change vs previous 13F -26,004 shares

    0.01% of the 13F portfolio, value $934,333.

    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 60,128 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,817,661.

    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).