Skip to content
Disclosery

NewEdge Advisors, LLC: IVES position timeline

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

NewEdge Advisors, LLC held 172,418 IVES 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 172,418 shares
    Change vs previous 13F +36,259 shares

    0.02% of the 13F portfolio, value $6,569,123.

    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 136,159 shares
    Change vs previous 13F +6,085 shares

    0.01% of the 13F portfolio, value $3,862,834.

    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 130,074 shares
    Change vs previous 13F +35,097 shares

    0.01% of the 13F portfolio, value $4,111,637.

    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 94,977 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,050,661.

    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).