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NewEdge Advisors, LLC: ITOT position timeline

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

NewEdge Advisors, LLC held 238,148 ITOT 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 238,148 shares
    Change vs previous 13F +21,428 shares

    0.12% of the 13F portfolio, value $39,120,446.

    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 216,720 shares
    Change vs previous 13F +20,294 shares

    0.11% of the 13F portfolio, value $30,867,452.

    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 196,426 shares
    Change vs previous 13F +5,096 shares

    0.11% of the 13F portfolio, value $29,206,685.

    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 191,330 shares
    Change vs previous 13F -676 shares

    0.13% of the 13F portfolio, value $27,867,357.

    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 192,006 shares
    Change vs previous 13F -1,020 shares

    0.13% of the 13F portfolio, value $25,928,534.

    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 193,026 shares
    Change vs previous 13F -630 shares

    0.14% of the 13F portfolio, value $23,550,988.

    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 193,656 shares
    Change vs previous 13F -3,556 shares

    0.15% of the 13F portfolio, value $24,907,958.

    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 197,212 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $24,773,753.

    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).