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Disclosery

NewEdge Advisors, LLC: IWF position timeline

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

NewEdge Advisors, LLC held 845,080 IWF 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 845,080 shares
    Change vs previous 13F +641,900 shares

    0.31% of the 13F portfolio, value $104,933,502.

    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 203,180 shares
    Change vs previous 13F -7,749 shares

    0.31% of the 13F portfolio, value $86,636,203.

    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 210,929 shares
    Change vs previous 13F +17,775 shares

    0.36% of the 13F portfolio, value $99,832,716.

    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 193,154 shares
    Change vs previous 13F +3,560 shares

    0.41% of the 13F portfolio, value $90,475,367.

    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 189,594 shares
    Change vs previous 13F -6,094 shares

    0.42% of the 13F portfolio, value $80,497,485.

    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 195,688 shares
    Change vs previous 13F -5,735 shares

    0.42% of the 13F portfolio, value $70,660,836.

    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 201,423 shares
    Change vs previous 13F -813 shares

    0.49% of the 13F portfolio, value $80,887,423.

    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 202,236 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $75,915,457.

    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).