Skip to content
Disclosery

NewEdge Advisors, LLC: IUSG position timeline

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

NewEdge Advisors, LLC held 48,940 IUSG 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 48,940 shares
    Change vs previous 13F -1,326 shares

    0.03% of the 13F portfolio, value $9,205,109.

    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 50,266 shares
    Change vs previous 13F +6,642 shares

    0.03% of the 13F portfolio, value $7,796,747.

    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 43,624 shares
    Change vs previous 13F -2,418 shares

    0.03% of the 13F portfolio, value $7,326,265.

    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 46,042 shares
    Change vs previous 13F +1,945 shares

    0.03% of the 13F portfolio, value $7,575,764.

    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 44,097 shares
    Change vs previous 13F +1,842 shares

    0.03% of the 13F portfolio, value $6,632,260.

    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 42,255 shares
    Change vs previous 13F +978 shares

    0.03% of the 13F portfolio, value $5,369,781.

    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 41,277 shares
    Change vs previous 13F +1,303 shares

    0.03% of the 13F portfolio, value $5,751,978.

    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 39,974 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,272,935.

    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).