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Disclosery

NewEdge Wealth, LLC: IJR position timeline

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

NewEdge Wealth, LLC held 145,460 IJR 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 145,460 shares
    Change vs previous 13F +13,602 shares

    0.22% of the 13F portfolio, value $21,573,222.

    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 131,858 shares
    Change vs previous 13F +6,520 shares

    0.2% of the 13F portfolio, value $16,391,269.

    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 125,338 shares
    Change vs previous 13F -65,062 shares

    0.17% of the 13F portfolio, value $15,063,106.

    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 190,400 shares
    Change vs previous 13F -315 shares

    0.32% of the 13F portfolio, value $22,571,867.

    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 190,715 shares
    Change vs previous 13F -124,340 shares

    0.33% of the 13F portfolio, value $21,091,216.

    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 315,055 shares
    Change vs previous 13F -19,665 shares

    0.6% of the 13F portfolio, value $32,945,311.

    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 334,720 shares
    Change vs previous 13F +77,978 shares

    0.67% of the 13F portfolio, value $38,566,386.

    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 256,742 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $30,028,595.

    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).