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Disclosery

NewEdge Advisors, LLC: IWR position timeline

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

NewEdge Advisors, LLC held 282,266 IWR 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 282,266 shares
    Change vs previous 13F +21,650 shares

    0.09% of the 13F portfolio, value $31,139,596.

    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 260,616 shares
    Change vs previous 13F -38,702 shares

    0.09% of the 13F portfolio, value $25,339,699.

    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 299,318 shares
    Change vs previous 13F +92,140 shares

    0.1% of the 13F portfolio, value $28,815,287.

    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 207,178 shares
    Change vs previous 13F +4,832 shares

    0.09% of the 13F portfolio, value $20,003,027.

    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 202,346 shares
    Change vs previous 13F +19,817 shares

    0.1% of the 13F portfolio, value $18,609,795.

    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 182,529 shares
    Change vs previous 13F +6,302 shares

    0.09% of the 13F portfolio, value $15,527,705.

    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 176,227 shares
    Change vs previous 13F -7,573 shares

    0.09% of the 13F portfolio, value $15,578,563.

    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 183,800 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $16,200,221.

    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).