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Disclosery

NewEdge Advisors, LLC: IYE position timeline

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

NewEdge Advisors, LLC held 75,856 IYE 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 75,856 shares
    Change vs previous 13F +3,428 shares

    0.01% of the 13F portfolio, value $4,292,673.

    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 72,428 shares
    Change vs previous 13F +32,626 shares

    0.02% of the 13F portfolio, value $4,691,113.

    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 39,802 shares
    Change vs previous 13F -1,077 shares

    0.01% of the 13F portfolio, value $1,891,777.

    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 40,879 shares
    Change vs previous 13F +807 shares

    0.01% of the 13F portfolio, value $1,942,576.

    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 40,072 shares
    Change vs previous 13F -11,289 shares

    0.01% of the 13F portfolio, value $1,812,065.

    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 51,361 shares
    Change vs previous 13F +1,080 shares

    0.02% of the 13F portfolio, value $2,532,066.

    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 50,281 shares
    Change vs previous 13F +11,295 shares

    0.01% of the 13F portfolio, value $2,291,271.

    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 38,986 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,806,573.

    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).