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NewEdge Advisors, LLC: IOSP position timeline

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

NewEdge Advisors, LLC held 11,286 IOSP 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 11,286 shares
    Change vs previous 13F +2,661 shares

    <0.01% of the 13F portfolio, value $918,586.

    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 8,625 shares
    Change vs previous 13F +2,114 shares

    <0.01% of the 13F portfolio, value $629,818.

    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 6,511 shares
    Change vs previous 13F +1,148 shares

    <0.01% of the 13F portfolio, value $498,358.

    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 5,363 shares
    Change vs previous 13F +860 shares

    <0.01% of the 13F portfolio, value $413,823.

    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 4,503 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $378,694.

    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 4,567 shares
    Change vs previous 13F +1,243 shares

    <0.01% of the 13F portfolio, value $432,700.

    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 3,324 shares
    Change vs previous 13F +2,198 shares

    <0.01% of the 13F portfolio, value $365,757.

    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 1,126 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,374.

    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).