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NewEdge Advisors, LLC: IUSV position timeline

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

NewEdge Advisors, LLC held 130,015 IUSV 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 130,015 shares
    Change vs previous 13F -197 shares

    0.04% of the 13F portfolio, value $14,321,141.

    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 130,212 shares
    Change vs previous 13F +6,917 shares

    0.05% of the 13F portfolio, value $13,314,071.

    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 123,295 shares
    Change vs previous 13F +865 shares

    0.05% of the 13F portfolio, value $12,642,632.

    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 122,430 shares
    Change vs previous 13F +2,631 shares

    0.06% of the 13F portfolio, value $12,236,876.

    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 119,799 shares
    Change vs previous 13F +79,492 shares

    0.06% of the 13F portfolio, value $11,336,573.

    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 40,307 shares
    Change vs previous 13F -2,448 shares

    0.02% of the 13F portfolio, value $3,719,917.

    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 42,755 shares
    Change vs previous 13F +5,173 shares

    0.02% of the 13F portfolio, value $3,958,679.

    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 37,582 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,588,734.

    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).