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Disclosery

NewEdge Advisors, LLC: VTIP position timeline

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

NewEdge Advisors, LLC held 168,047 VTIP 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 168,047 shares
    Change vs previous 13F +52,513 shares

    0.03% of the 13F portfolio, value $8,441,001.

    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 115,534 shares
    Change vs previous 13F -86,948 shares

    0.02% of the 13F portfolio, value $5,770,930.

    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 202,482 shares
    Change vs previous 13F +10,812 shares

    0.04% of the 13F portfolio, value $10,014,764.

    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 191,670 shares
    Change vs previous 13F +15,143 shares

    0.04% of the 13F portfolio, value $9,704,244.

    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 176,527 shares
    Change vs previous 13F +82,056 shares

    0.05% of the 13F portfolio, value $8,873,981.

    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 94,471 shares
    Change vs previous 13F +3,791 shares

    0.03% of the 13F portfolio, value $4,714,087.

    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 90,680 shares
    Change vs previous 13F +31,046 shares

    0.03% of the 13F portfolio, value $4,390,741.

    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 59,634 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,940,549.

    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).