Skip to content
Disclosery

NewEdge Advisors, LLC: IJR position timeline

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

NewEdge Advisors, LLC held 603,283 IJR 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 603,283 shares
    Change vs previous 13F +16,935 shares

    0.27% of the 13F portfolio, value $89,472,934.

    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 586,348 shares
    Change vs previous 13F -12,289 shares

    0.26% of the 13F portfolio, value $72,888,887.

    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 598,637 shares
    Change vs previous 13F -1,439 shares

    0.26% of the 13F portfolio, value $71,944,291.

    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 600,076 shares
    Change vs previous 13F +46,672 shares

    0.32% of the 13F portfolio, value $71,307,089.

    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 553,404 shares
    Change vs previous 13F -16,933 shares

    0.31% of the 13F portfolio, value $60,481,524.

    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 570,337 shares
    Change vs previous 13F -30,904 shares

    0.35% of the 13F portfolio, value $59,640,173.

    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 601,241 shares
    Change vs previous 13F +81,998 shares

    0.42% of the 13F portfolio, value $69,274,956.

    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 519,243 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $60,730,712.

    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).