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Disclosery

NewEdge Advisors, LLC: IWS position timeline

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

NewEdge Advisors, LLC held 83,687 IWS 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 83,687 shares
    Change vs previous 13F -1,336 shares

    0.04% of the 13F portfolio, value $13,774,999.

    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 85,023 shares
    Change vs previous 13F +7,995 shares

    0.04% of the 13F portfolio, value $12,391,361.

    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 77,028 shares
    Change vs previous 13F +16,120 shares

    0.04% of the 13F portfolio, value $10,864,854.

    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 60,908 shares
    Change vs previous 13F +1,003 shares

    0.04% of the 13F portfolio, value $8,506,908.

    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 59,905 shares
    Change vs previous 13F +6,026 shares

    0.04% of the 13F portfolio, value $7,915,853.

    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 53,879 shares
    Change vs previous 13F -195 shares

    0.04% of the 13F portfolio, value $6,787,137.

    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 54,074 shares
    Change vs previous 13F +1,469 shares

    0.04% of the 13F portfolio, value $6,993,973.

    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 52,605 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,956,909.

    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).