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Disclosery

NewEdge Wealth, LLC: IEFA position timeline

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

NewEdge Wealth, LLC held 362,466 IEFA 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 362,466 shares
    Change vs previous 13F +5,369 shares

    0.35% of the 13F portfolio, value $35,006,920.

    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 357,097 shares
    Change vs previous 13F +23,937 shares

    0.39% of the 13F portfolio, value $32,328,025.

    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 333,160 shares
    Change vs previous 13F -1,173 shares

    0.34% of the 13F portfolio, value $29,804,501.

    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 334,333 shares
    Change vs previous 13F +88,835 shares

    0.42% of the 13F portfolio, value $29,337,753.

    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 245,498 shares
    Change vs previous 13F +110,260 shares

    0.32% of the 13F portfolio, value $20,648,831.

    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 135,238 shares
    Change vs previous 13F -17,425 shares

    0.19% of the 13F portfolio, value $10,230,783.

    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 152,663 shares
    Change vs previous 13F -96,616 shares

    0.19% of the 13F portfolio, value $10,729,188.

    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 249,279 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $19,456,217.

    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).