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Disclosery

NewEdge Wealth, LLC: IJH position timeline

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

NewEdge Wealth, LLC held 420,147 IJH 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 420,147 shares
    Change vs previous 13F +9,474 shares

    0.33% of the 13F portfolio, value $32,397,500.

    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 410,673 shares
    Change vs previous 13F +50,977 shares

    0.33% of the 13F portfolio, value $27,732,772.

    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 359,696 shares
    Change vs previous 13F +191,701 shares

    0.27% of the 13F portfolio, value $23,739,934.

    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 167,995 shares
    Change vs previous 13F -7,685 shares

    0.16% of the 13F portfolio, value $10,882,720.

    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 175,680 shares
    Change vs previous 13F +8,494 shares

    0.17% of the 13F portfolio, value $10,987,030.

    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 167,186 shares
    Change vs previous 13F +598 shares

    0.18% of the 13F portfolio, value $9,755,274.

    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 166,588 shares
    Change vs previous 13F +22,649 shares

    0.18% of the 13F portfolio, value $10,380,122.

    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 143,939 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $8,970,281.

    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).