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Disclosery

NewEdge Advisors, LLC: IWN position timeline

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

NewEdge Advisors, LLC held 61,284 IWN 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 61,284 shares
    Change vs previous 13F +31,485 shares

    0.04% of the 13F portfolio, value $13,555,919.

    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 29,799 shares
    Change vs previous 13F +8,554 shares

    0.02% of the 13F portfolio, value $5,649,491.

    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 21,245 shares
    Change vs previous 13F +2,433 shares

    0.01% of the 13F portfolio, value $3,849,921.

    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 18,812 shares
    Change vs previous 13F +815 shares

    0.02% of the 13F portfolio, value $3,326,178.

    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 17,997 shares
    Change vs previous 13F -3,528 shares

    0.01% of the 13F portfolio, value $2,839,168.

    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 21,525 shares
    Change vs previous 13F -2,236 shares

    0.02% of the 13F portfolio, value $3,249,766.

    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 23,761 shares
    Change vs previous 13F +3,147 shares

    0.02% of the 13F portfolio, value $3,900,837.

    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 20,614 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,438,918.

    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).