Skip to content
Disclosery

NewEdge Advisors, LLC: IYW position timeline

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

NewEdge Advisors, LLC held 180,228 IYW 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 180,228 shares
    Change vs previous 13F -2,547 shares

    0.14% of the 13F portfolio, value $45,458,981.

    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 182,775 shares
    Change vs previous 13F -256 shares

    0.12% of the 13F portfolio, value $33,158,884.

    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 183,031 shares
    Change vs previous 13F -34,760 shares

    0.13% of the 13F portfolio, value $36,547,746.

    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 217,791 shares
    Change vs previous 13F -299,585 shares

    0.19% of the 13F portfolio, value $42,656,546.

    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 517,376 shares
    Change vs previous 13F -58,293 shares

    0.46% of the 13F portfolio, value $89,645,677.

    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 575,669 shares
    Change vs previous 13F +49,097 shares

    0.48% of the 13F portfolio, value $80,846,723.

    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 526,572 shares
    Change vs previous 13F +80,260 shares

    0.5% of the 13F portfolio, value $83,998,736.

    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 446,312 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $67,669,733.

    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).