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NewEdge Advisors, LLC: IFV position timeline

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

NewEdge Advisors, LLC held 793,139 IFV 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 793,139 shares
    Change vs previous 13F +10,570 shares

    0.06% of the 13F portfolio, value $21,361,207.

    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 782,569 shares
    Change vs previous 13F +261,757 shares

    0.07% of the 13F portfolio, value $19,775,519.

    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 520,812 shares
    Change vs previous 13F -8,549 shares

    0.05% of the 13F portfolio, value $12,931,748.

    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 529,361 shares
    Change vs previous 13F +407,549 shares

    0.06% of the 13F portfolio, value $12,959,237.

    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 121,812 shares
    Change vs previous 13F +19,824 shares

    0.01% of the 13F portfolio, value $2,791,949.

    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 101,988 shares
    Change vs previous 13F -389,108 shares

    0.01% of the 13F portfolio, value $2,039,767.

    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 491,096 shares
    Change vs previous 13F +15,697 shares

    0.06% of the 13F portfolio, value $9,414,301.

    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 475,399 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $10,003,531.

    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).