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Disclosery

NewEdge Advisors, LLC: IWM position timeline

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

NewEdge Advisors, LLC held 109,040 IWM 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 109,040 shares
    Change vs previous 13F +3,733 shares

    0.1% of the 13F portfolio, value $32,761,123.

    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 105,307 shares
    Change vs previous 13F -7,122 shares

    0.09% of the 13F portfolio, value $26,116,202.

    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 112,429 shares
    Change vs previous 13F +5,738 shares

    0.1% of the 13F portfolio, value $27,675,548.

    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 106,691 shares
    Change vs previous 13F +12,704 shares

    0.12% of the 13F portfolio, value $25,815,171.

    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 93,987 shares
    Change vs previous 13F -15,461 shares

    0.1% of the 13F portfolio, value $20,281,440.

    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 109,448 shares
    Change vs previous 13F -7,988 shares

    0.13% of the 13F portfolio, value $21,833,807.

    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 117,436 shares
    Change vs previous 13F -74,073 shares

    0.16% of the 13F portfolio, value $25,948,599.

    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 191,509 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $40,113,974.

    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).