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Disclosery

NewEdge Wealth, LLC: IBB position timeline

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

NewEdge Wealth, LLC held 8,313 IBB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,313 shares
    Change vs previous 13F -1,078 shares

    0.02% of the 13F portfolio, value $1,581,105.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 9,391 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $1,585,700.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 9,336 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $1,575,553.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 9,363 shares
    Change vs previous 13F +1,928 shares

    0.02% of the 13F portfolio, value $1,482,234.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 7,435 shares
    Change vs previous 13F -407 shares

    0.02% of the 13F portfolio, value $975,632.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 7,842 shares
    Change vs previous 13F +312 shares

    0.02% of the 13F portfolio, value $1,002,939.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 7,530 shares
    Change vs previous 13F -1,110 shares

    0.02% of the 13F portfolio, value $995,547.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 8,640 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,257,961.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).