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Disclosery

NewEdge Advisors, LLC: IQI position timeline

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

NewEdge Advisors, LLC held 561,365 IQI 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 561,365 shares
    Change vs previous 13F +105,880 shares

    0.02% of the 13F portfolio, value $5,681,014.

    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 455,485 shares
    Change vs previous 13F +52,443 shares

    0.02% of the 13F portfolio, value $4,381,763.

    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 403,042 shares
    Change vs previous 13F +260,439 shares

    0.01% of the 13F portfolio, value $4,014,299.

    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 142,603 shares
    Change vs previous 13F +30,925 shares

    0.01% of the 13F portfolio, value $1,404,635.

    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 111,678 shares
    Change vs previous 13F -567 shares

    0.01% of the 13F portfolio, value $1,047,535.

    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 112,245 shares
    Change vs previous 13F +21,515 shares

    0.01% of the 13F portfolio, value $1,086,533.

    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 90,730 shares
    Change vs previous 13F +30,803 shares

    0.01% of the 13F portfolio, value $894,597.

    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 59,927 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $625,637.

    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).