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NewEdge Advisors, LLC: ISTB position timeline

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

NewEdge Advisors, LLC held 79,682 ISTB 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 79,682 shares
    Change vs previous 13F +13,814 shares

    0.01% of the 13F portfolio, value $3,844,668.

    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 65,868 shares
    Change vs previous 13F +20,485 shares

    0.01% of the 13F portfolio, value $3,191,951.

    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 45,383 shares
    Change vs previous 13F -8,495 shares

    0.01% of the 13F portfolio, value $2,212,412.

    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 53,878 shares
    Change vs previous 13F -3,898 shares

    0.01% of the 13F portfolio, value $2,631,404.

    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 57,776 shares
    Change vs previous 13F +6,809 shares

    0.01% of the 13F portfolio, value $2,810,777.

    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 50,967 shares
    Change vs previous 13F +12,326 shares

    0.01% of the 13F portfolio, value $2,464,256.

    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 38,641 shares
    Change vs previous 13F +13,514 shares

    0.01% of the 13F portfolio, value $1,845,875.

    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 25,127 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,223,206.

    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).