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NewEdge Advisors, LLC: IVW position timeline

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

NewEdge Advisors, LLC held 1,841,602 IVW 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 1,841,602 shares
    Change vs previous 13F +20,421 shares

    0.75% of the 13F portfolio, value $253,275,432.

    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 1,821,181 shares
    Change vs previous 13F +71,674 shares

    0.74% of the 13F portfolio, value $205,993,833.

    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 1,749,507 shares
    Change vs previous 13F +30,557 shares

    0.78% of the 13F portfolio, value $215,644,153.

    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 1,718,950 shares
    Change vs previous 13F +59,039 shares

    0.94% of the 13F portfolio, value $207,511,474.

    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 1,659,911 shares
    Change vs previous 13F -346,942 shares

    0.94% of the 13F portfolio, value $182,756,275.

    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 2,006,853 shares
    Change vs previous 13F +149,006 shares

    1.11% of the 13F portfolio, value $186,296,081.

    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 1,857,847 shares
    Change vs previous 13F +246,987 shares

    1.13% of the 13F portfolio, value $188,627,200.

    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 1,610,860 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $154,240,251.

    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).