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Disclosery

NewEdge Advisors, LLC: ISD position timeline

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

NewEdge Advisors, LLC held 69,122 ISD 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 69,122 shares
    Change vs previous 13F +23,867 shares

    <0.01% of the 13F portfolio, value $902,734.

    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 45,255 shares
    Change vs previous 13F +587 shares

    <0.01% of the 13F portfolio, value $595,562.

    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 44,668 shares
    Change vs previous 13F -2,198 shares

    <0.01% of the 13F portfolio, value $646,344.

    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 46,866 shares
    Change vs previous 13F +14,066 shares

    <0.01% of the 13F portfolio, value $673,934.

    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 32,800 shares
    Change vs previous 13F -1,330 shares

    <0.01% of the 13F portfolio, value $464,776.

    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 34,130 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $486,353.

    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 35,130 shares
    Change vs previous 13F -2,200 shares

    <0.01% of the 13F portfolio, value $480,578.

    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 37,330 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $520,380.

    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).