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Disclosery

NewEdge Advisors, LLC: IWB position timeline

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

NewEdge Advisors, LLC held 128,083 IWB 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 128,083 shares
    Change vs previous 13F +2,685 shares

    0.16% of the 13F portfolio, value $52,449,872.

    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 125,398 shares
    Change vs previous 13F -294 shares

    0.16% of the 13F portfolio, value $44,711,864.

    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 125,692 shares
    Change vs previous 13F +675 shares

    0.17% of the 13F portfolio, value $46,938,111.

    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 125,017 shares
    Change vs previous 13F +1,863 shares

    0.21% of the 13F portfolio, value $45,691,349.

    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 123,154 shares
    Change vs previous 13F +984 shares

    0.22% of the 13F portfolio, value $41,819,630.

    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 122,170 shares
    Change vs previous 13F -2,830 shares

    0.22% of the 13F portfolio, value $37,474,419.

    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 125,000 shares
    Change vs previous 13F +9,497 shares

    0.24% of the 13F portfolio, value $40,269,936.

    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 115,503 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $36,312,997.

    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).