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Disclosery

NewEdge Advisors, LLC: IEV position timeline

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

NewEdge Advisors, LLC held 21,320 IEV 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 21,320 shares
    Change vs previous 13F +2,001 shares

    <0.01% of the 13F portfolio, value $1,553,127.

    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 19,319 shares
    Change vs previous 13F -65,643 shares

    <0.01% of the 13F portfolio, value $1,312,560.

    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 84,962 shares
    Change vs previous 13F -65,021 shares

    0.02% of the 13F portfolio, value $5,828,388.

    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 149,983 shares
    Change vs previous 13F +75,947 shares

    0.04% of the 13F portfolio, value $9,820,881.

    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 74,036 shares
    Change vs previous 13F +7,308 shares

    0.02% of the 13F portfolio, value $4,682,789.

    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 66,728 shares
    Change vs previous 13F +57,249 shares

    0.02% of the 13F portfolio, value $3,883,594.

    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 9,479 shares
    Change vs previous 13F -1,256 shares

    <0.01% of the 13F portfolio, value $493,499.

    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 10,735 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $625,524.

    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).