Skip to content
Disclosery

NewEdge Advisors, LLC: IVV position timeline

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

NewEdge Advisors, LLC held 1,183,931 IVV 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 1,183,931 shares
    Change vs previous 13F +304,100 shares

    2.64% of the 13F portfolio, value $886,633,395.

    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 879,831 shares
    Change vs previous 13F +76,462 shares

    2.08% of the 13F portfolio, value $574,713,961.

    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 803,369 shares
    Change vs previous 13F +98,706 shares

    2% of the 13F portfolio, value $550,259,241.

    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 704,663 shares
    Change vs previous 13F +54,155 shares

    2.14% of the 13F portfolio, value $471,630,165.

    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 650,508 shares
    Change vs previous 13F -165,771 shares

    2.08% of the 13F portfolio, value $403,900,680.

    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 816,279 shares
    Change vs previous 13F -6,607 shares

    2.72% of the 13F portfolio, value $458,667,164.

    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 822,886 shares
    Change vs previous 13F +74,080 shares

    2.91% of the 13F portfolio, value $484,416,147.

    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 748,806 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $431,925,398.

    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).