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Disclosery

NewEdge Advisors, LLC: IWD position timeline

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

NewEdge Advisors, LLC held 116,785 IWD 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 116,785 shares
    Change vs previous 13F -5,285 shares

    0.08% of the 13F portfolio, value $28,312,396.

    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 122,070 shares
    Change vs previous 13F -4,287 shares

    0.09% of the 13F portfolio, value $26,082,733.

    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 126,357 shares
    Change vs previous 13F +14,900 shares

    0.1% of the 13F portfolio, value $26,578,010.

    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 111,457 shares
    Change vs previous 13F +3,457 shares

    0.1% of the 13F portfolio, value $22,691,608.

    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 108,000 shares
    Change vs previous 13F -12,388 shares

    0.11% of the 13F portfolio, value $20,976,757.

    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 120,388 shares
    Change vs previous 13F -15,110 shares

    0.13% of the 13F portfolio, value $22,652,206.

    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 135,498 shares
    Change vs previous 13F +26,368 shares

    0.15% of the 13F portfolio, value $25,084,585.

    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 109,130 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $20,712,928.

    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).