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NewEdge Advisors, LLC: IRM position timeline

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

NewEdge Advisors, LLC held 56,273 IRM 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 56,273 shares
    Change vs previous 13F +14,455 shares

    0.02% of the 13F portfolio, value $7,107,816.

    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 41,818 shares
    Change vs previous 13F +16,692 shares

    0.02% of the 13F portfolio, value $4,271,266.

    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 25,126 shares
    Change vs previous 13F -2,946 shares

    0.01% of the 13F portfolio, value $2,084,219.

    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 28,072 shares
    Change vs previous 13F -4,574 shares

    0.01% of the 13F portfolio, value $2,861,733.

    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 32,646 shares
    Change vs previous 13F +5,250 shares

    0.02% of the 13F portfolio, value $3,348,563.

    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 27,396 shares
    Change vs previous 13F -2,582 shares

    0.01% of the 13F portfolio, value $2,357,114.

    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 29,978 shares
    Change vs previous 13F -9,386 shares

    0.02% of the 13F portfolio, value $3,151,009.

    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 39,364 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,677,526.

    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).