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Disclosery

NewEdge Advisors, LLC: IOCT position timeline

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

NewEdge Advisors, LLC held 39,173 IOCT 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 39,173 shares
    Change vs previous 13F +1,354 shares

    <0.01% of the 13F portfolio, value $1,449,009.

    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 37,819 shares
    Change vs previous 13F -11,639 shares

    <0.01% of the 13F portfolio, value $1,325,556.

    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 49,458 shares
    Change vs previous 13F +632 shares

    0.01% of the 13F portfolio, value $1,724,106.

    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 48,826 shares
    Change vs previous 13F -7,027 shares

    0.01% of the 13F portfolio, value $1,668,384.

    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 55,853 shares
    Change vs previous 13F +4,118 shares

    0.01% of the 13F portfolio, value $1,836,089.

    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 51,735 shares
    Change vs previous 13F -60,810 shares

    0.01% of the 13F portfolio, value $1,585,678.

    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 112,545 shares
    Change vs previous 13F -47,044 shares

    0.02% of the 13F portfolio, value $3,297,969.

    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 159,589 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,912,937.

    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).