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Disclosery

NewEdge Wealth, LLC: IBIT position timeline

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

NewEdge Wealth, LLC held 176,526 IBIT 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 176,526 shares
    Change vs previous 13F -34,426 shares

    0.06% of the 13F portfolio, value $5,876,549.

    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 210,952 shares
    Change vs previous 13F -332,470 shares

    0.1% of the 13F portfolio, value $8,104,779.

    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 543,422 shares
    Change vs previous 13F +275,969 shares

    0.3% of the 13F portfolio, value $26,980,908.

    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 267,453 shares
    Change vs previous 13F +50,359 shares

    0.23% of the 13F portfolio, value $15,758,337.

    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 217,094 shares
    Change vs previous 13F +57,801 shares

    0.23% of the 13F portfolio, value $14,508,368.

    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 159,293 shares
    Change vs previous 13F +32,856 shares

    0.14% of the 13F portfolio, value $7,456,493.

    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 126,437 shares
    Change vs previous 13F +78,038 shares

    0.12% of the 13F portfolio, value $6,707,502.

    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 48,399 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,748,656.

    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).