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Disclosery

NewEdge Advisors, LLC: IP position timeline

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

NewEdge Advisors, LLC held 45,780 IP 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 45,780 shares
    Change vs previous 13F +6,195 shares

    0.01% of the 13F portfolio, value $1,744,190.

    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 39,585 shares
    Change vs previous 13F +27,634 shares

    0.01% of the 13F portfolio, value $1,413,178.

    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 11,951 shares
    Change vs previous 13F -26,293 shares

    <0.01% of the 13F portfolio, value $470,771.

    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 38,244 shares
    Change vs previous 13F +690 shares

    0.01% of the 13F portfolio, value $1,774,494.

    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 37,554 shares
    Change vs previous 13F +7,308 shares

    0.01% of the 13F portfolio, value $1,758,689.

    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 30,246 shares
    Change vs previous 13F -2,296 shares

    0.01% of the 13F portfolio, value $1,613,588.

    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 32,542 shares
    Change vs previous 13F +1,434 shares

    0.01% of the 13F portfolio, value $1,751,390.

    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 31,108 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,519,628.

    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).