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Disclosery

NewEdge Advisors, LLC: IWO position timeline

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

NewEdge Advisors, LLC held 26,386 IWO 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 26,386 shares
    Change vs previous 13F +631 shares

    0.03% of the 13F portfolio, value $10,395,001.

    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 25,755 shares
    Change vs previous 13F -4,064 shares

    0.03% of the 13F portfolio, value $8,081,933.

    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 29,819 shares
    Change vs previous 13F -1,159 shares

    0.03% of the 13F portfolio, value $9,631,932.

    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 30,978 shares
    Change vs previous 13F +1,067 shares

    0.05% of the 13F portfolio, value $9,914,209.

    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 29,911 shares
    Change vs previous 13F -663 shares

    0.04% of the 13F portfolio, value $8,550,288.

    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 30,574 shares
    Change vs previous 13F -2,030 shares

    0.05% of the 13F portfolio, value $7,812,611.

    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 32,604 shares
    Change vs previous 13F +1,084 shares

    0.06% of the 13F portfolio, value $9,383,977.

    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 31,520 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,951,606.

    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).