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Disclosery

NewEdge Wealth, LLC: IMO position timeline

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

NewEdge Wealth, LLC held 60,695 IMO 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 60,695 shares
    Change vs previous 13F -26,508 shares

    0.07% of the 13F portfolio, value $6,799,099.

    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 87,203 shares
    Change vs previous 13F +11,737 shares

    0.14% of the 13F portfolio, value $11,407,868.

    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 75,466 shares
    Change vs previous 13F +2,809 shares

    0.07% of the 13F portfolio, value $6,513,456.

    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 72,657 shares
    Change vs previous 13F +5,063 shares

    0.09% of the 13F portfolio, value $6,465,018.

    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 67,594 shares
    Change vs previous 13F +6,396 shares

    0.09% of the 13F portfolio, value $5,741,440.

    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 61,198 shares
    Change vs previous 13F +14,774 shares

    0.08% of the 13F portfolio, value $4,425,863.

    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 46,424 shares
    Change vs previous 13F +819 shares

    0.05% of the 13F portfolio, value $2,859,732.

    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 45,605 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,212,907.

    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).