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Disclosery

NewEdge Wealth, LLC: IBKR position timeline

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

NewEdge Wealth, LLC held 107,919 IBKR 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 107,919 shares
    Change vs previous 13F -11,961 shares

    0.09% of the 13F portfolio, value $9,393,258.

    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 119,880 shares
    Change vs previous 13F +3,100 shares

    0.1% of the 13F portfolio, value $8,040,352.

    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 116,780 shares
    Change vs previous 13F -4,721 shares

    0.08% of the 13F portfolio, value $7,510,122.

    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 121,501 shares
    Change vs previous 13F -2,352 shares

    0.12% of the 13F portfolio, value $8,701,902.

    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 123,853 shares
    Change vs previous 13F +84,392 shares

    0.12% of the 13F portfolio, value $7,957,555.

    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 39,461 shares
    Change vs previous 13F +94 shares

    0.12% of the 13F portfolio, value $6,534,347.

    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 39,367 shares
    Change vs previous 13F +1,563 shares

    0.12% of the 13F portfolio, value $6,954,968.

    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 37,804 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,268,365.

    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).