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Disclosery

NewEdge Advisors, LLC: IIM position timeline

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

NewEdge Advisors, LLC held 117,649 IIM 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 117,649 shares
    Change vs previous 13F +8,961 shares

    <0.01% of the 13F portfolio, value $1,497,673.

    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 108,688 shares
    Change vs previous 13F -13,973 shares

    <0.01% of the 13F portfolio, value $1,321,651.

    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 122,661 shares
    Change vs previous 13F +21,634 shares

    0.01% of the 13F portfolio, value $1,511,180.

    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 101,027 shares
    Change vs previous 13F +36,438 shares

    0.01% of the 13F portfolio, value $1,267,888.

    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 64,589 shares
    Change vs previous 13F +6,866 shares

    <0.01% of the 13F portfolio, value $751,811.

    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 57,723 shares
    Change vs previous 13F -4,558 shares

    <0.01% of the 13F portfolio, value $690,944.

    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 62,281 shares
    Change vs previous 13F +208 shares

    <0.01% of the 13F portfolio, value $740,523.

    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 62,073 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $799,499.

    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).