Skip to content
Disclosery

NewEdge Advisors, LLC: IUS position timeline

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

NewEdge Advisors, LLC held 11,552 IUS 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 11,552 shares
    Change vs previous 13F -1,332 shares

    <0.01% of the 13F portfolio, value $757,554.

    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 12,884 shares
    Change vs previous 13F -2,564 shares

    <0.01% of the 13F portfolio, value $746,139.

    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 15,448 shares
    Change vs previous 13F -6,278 shares

    <0.01% of the 13F portfolio, value $882,991.

    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 21,726 shares
    Change vs previous 13F +7,196 shares

    0.01% of the 13F portfolio, value $1,199,470.

    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 14,530 shares
    Change vs previous 13F -658 shares

    <0.01% of the 13F portfolio, value $748,274.

    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 15,188 shares
    Change vs previous 13F -22,200 shares

    <0.01% of the 13F portfolio, value $749,659.

    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 37,388 shares
    Change vs previous 13F +9,852 shares

    0.01% of the 13F portfolio, value $1,857,084.

    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 27,536 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,385,046.

    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).