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NewEdge Advisors, LLC: IWY position timeline

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

NewEdge Advisors, LLC held 172,484 IWY 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 172,484 shares
    Change vs previous 13F -7,706 shares

    0.15% of the 13F portfolio, value $50,127,232.

    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 180,190 shares
    Change vs previous 13F +14,480 shares

    0.16% of the 13F portfolio, value $44,838,657.

    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 165,710 shares
    Change vs previous 13F +11,795 shares

    0.17% of the 13F portfolio, value $45,891,618.

    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 153,915 shares
    Change vs previous 13F -459 shares

    0.19% of the 13F portfolio, value $42,118,776.

    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 154,374 shares
    Change vs previous 13F -2,157 shares

    0.2% of the 13F portfolio, value $38,054,653.

    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 156,531 shares
    Change vs previous 13F -33,374 shares

    0.2% of the 13F portfolio, value $33,018,702.

    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 189,905 shares
    Change vs previous 13F +8,675 shares

    0.27% of the 13F portfolio, value $44,679,137.

    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 181,230 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $39,879,641.

    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).