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Disclosery

NewEdge Advisors, LLC: IUSB position timeline

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

NewEdge Advisors, LLC held 4,110,503 IUSB 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 4,110,503 shares
    Change vs previous 13F +1,023,040 shares

    0.57% of the 13F portfolio, value $189,699,750.

    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 3,087,463 shares
    Change vs previous 13F +252,999 shares

    0.52% of the 13F portfolio, value $142,609,890.

    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 2,834,464 shares
    Change vs previous 13F +207,887 shares

    0.48% of the 13F portfolio, value $131,915,985.

    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 2,626,577 shares
    Change vs previous 13F -85,556 shares

    0.56% of the 13F portfolio, value $122,687,395.

    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 2,712,133 shares
    Change vs previous 13F -65,203 shares

    0.65% of the 13F portfolio, value $125,381,885.

    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 2,777,336 shares
    Change vs previous 13F -66,379 shares

    0.76% of the 13F portfolio, value $127,979,670.

    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 2,843,715 shares
    Change vs previous 13F +299,942 shares

    0.77% of the 13F portfolio, value $128,535,886.

    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 2,543,773 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $119,862,557.

    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).