Skip to content
Disclosery

NewEdge Advisors, LLC: IVVB position timeline

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

NewEdge Advisors, LLC held 22,324 IVVB 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 22,324 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $773,078.

    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 22,481 shares
    Change vs previous 13F +1,237 shares

    <0.01% of the 13F portfolio, value $720,289.

    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 21,244 shares
    Change vs previous 13F +1,648 shares

    <0.01% of the 13F portfolio, value $702,545.

    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 19,596 shares
    Change vs previous 13F +4,908 shares

    <0.01% of the 13F portfolio, value $641,185.

    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 14,688 shares
    Change vs previous 13F +1,937 shares

    <0.01% of the 13F portfolio, value $455,478.

    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 12,751 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $373,863.

    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).