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NewEdge Advisors, LLC: IYK position timeline

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

NewEdge Advisors, LLC held 40,168 IYK 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 40,168 shares
    Change vs previous 13F -6,382 shares

    0.01% of the 13F portfolio, value $2,918,532.

    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 46,550 shares
    Change vs previous 13F +1,267 shares

    0.01% of the 13F portfolio, value $3,259,891.

    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 45,283 shares
    Change vs previous 13F +274 shares

    0.01% of the 13F portfolio, value $3,030,315.

    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 45,009 shares
    Change vs previous 13F -28,283 shares

    0.01% of the 13F portfolio, value $3,078,213.

    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 73,292 shares
    Change vs previous 13F +49,887 shares

    0.03% of the 13F portfolio, value $5,165,632.

    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 23,405 shares
    Change vs previous 13F +4,056 shares

    0.01% of the 13F portfolio, value $1,675,088.

    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 19,349 shares
    Change vs previous 13F +1,346 shares

    0.01% of the 13F portfolio, value $1,269,134.

    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 18,003 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,270,464.

    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).