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Disclosery

NewEdge Advisors, LLC: IWP position timeline

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

NewEdge Advisors, LLC held 75,558 IWP 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 75,558 shares
    Change vs previous 13F -19,882 shares

    0.03% of the 13F portfolio, value $11,062,466.

    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 95,440 shares
    Change vs previous 13F -606 shares

    0.04% of the 13F portfolio, value $12,227,758.

    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 96,046 shares
    Change vs previous 13F +3,264 shares

    0.05% of the 13F portfolio, value $13,152,508.

    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 92,782 shares
    Change vs previous 13F +1,932 shares

    0.06% of the 13F portfolio, value $13,213,185.

    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 90,850 shares
    Change vs previous 13F +27,409 shares

    0.06% of the 13F portfolio, value $12,599,139.

    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 63,441 shares
    Change vs previous 13F -3,219 shares

    0.04% of the 13F portfolio, value $7,453,673.

    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 66,660 shares
    Change vs previous 13F +6,842 shares

    0.05% of the 13F portfolio, value $8,449,100.

    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 59,818 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,016,027.

    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).