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Disclosery

NewEdge Wealth, LLC: IDV position timeline

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

NewEdge Wealth, LLC held 90,371 IDV 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 90,371 shares
    Change vs previous 13F -4,433 shares

    0.04% of the 13F portfolio, value $3,744,076.

    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 94,804 shares
    Change vs previous 13F -1,210 shares

    0.05% of the 13F portfolio, value $4,034,858.

    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 96,014 shares
    Change vs previous 13F -2,993 shares

    0.04% of the 13F portfolio, value $3,787,752.

    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 99,007 shares
    Change vs previous 13F +169 shares

    0.05% of the 13F portfolio, value $3,689,001.

    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 98,838 shares
    Change vs previous 13F +3,198 shares

    0.06% of the 13F portfolio, value $3,547,296.

    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 95,640 shares
    Change vs previous 13F -3,464 shares

    0.05% of the 13F portfolio, value $2,966,753.

    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 99,104 shares
    Change vs previous 13F +2,600 shares

    0.05% of the 13F portfolio, value $2,713,468.

    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 96,504 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,917,316.

    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).