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NewEdge Advisors, LLC: IQDF position timeline

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

NewEdge Advisors, LLC held 28,585 IQDF 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 28,585 shares
    Change vs previous 13F +306 shares

    <0.01% of the 13F portfolio, value $987,889.

    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 28,279 shares
    Change vs previous 13F +8,204 shares

    <0.01% of the 13F portfolio, value $895,574.

    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 20,075 shares
    Change vs previous 13F +5,012 shares

    <0.01% of the 13F portfolio, value $610,278.

    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 15,063 shares
    Change vs previous 13F +2,096 shares

    <0.01% of the 13F portfolio, value $429,829.

    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 12,967 shares
    Change vs previous 13F +5,821 shares

    <0.01% of the 13F portfolio, value $351,402.

    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 7,146 shares
    Change vs previous 13F +3,300 shares

    <0.01% of the 13F portfolio, value $178,151.

    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 3,846 shares
    Change vs previous 13F +1,217 shares

    <0.01% of the 13F portfolio, value $89,494.

    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 2,629 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $69,115.

    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).