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NewEdge Advisors, LLC: INVA position timeline

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

NewEdge Advisors, LLC held 33,695 INVA 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 33,695 shares
    Change vs previous 13F +1,048 shares

    <0.01% of the 13F portfolio, value $765,211.

    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 32,647 shares
    Change vs previous 13F -3,337 shares

    <0.01% of the 13F portfolio, value $760,678.

    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 35,984 shares
    Change vs previous 13F +15,899 shares

    <0.01% of the 13F portfolio, value $719,321.

    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 20,085 shares
    Change vs previous 13F +1,407 shares

    <0.01% of the 13F portfolio, value $366,557.

    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 18,678 shares
    Change vs previous 13F +5,284 shares

    <0.01% of the 13F portfolio, value $375,242.

    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 13,394 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,834.

    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).