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NewEdge Advisors, LLC: IYJ position timeline

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

NewEdge Advisors, LLC held 4,337 IYJ 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 4,337 shares
    Change vs previous 13F -755 shares

    <0.01% of the 13F portfolio, value $722,717.

    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 5,092 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $751,309.

    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 4,937 shares
    Change vs previous 13F -1,866 shares

    <0.01% of the 13F portfolio, value $731,455.

    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 6,803 shares
    Change vs previous 13F +198 shares

    <0.01% of the 13F portfolio, value $992,388.

    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 6,605 shares
    Change vs previous 13F -634 shares

    <0.01% of the 13F portfolio, value $939,922.

    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 7,239 shares
    Change vs previous 13F +104 shares

    0.01% of the 13F portfolio, value $942,363.

    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 7,135 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $952,611.

    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 7,016 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $937,809.

    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).