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Disclosery

NewEdge Wealth, LLC: INVA position timeline

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

NewEdge Wealth, LLC held 99,367 INVA 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 99,367 shares
    Change vs previous 13F +22,233 shares

    0.02% of the 13F portfolio, value $2,256,625.

    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 77,134 shares
    Change vs previous 13F +26,732 shares

    0.02% of the 13F portfolio, value $1,797,222.

    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 50,402 shares
    Change vs previous 13F +4,580 shares

    0.01% of the 13F portfolio, value $1,007,536.

    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 45,822 shares
    Change vs previous 13F +8,472 shares

    0.01% of the 13F portfolio, value $835,335.

    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 37,350 shares
    Change vs previous 13F +5,392 shares

    0.01% of the 13F portfolio, value $689,481.

    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 31,958 shares
    Change vs previous 13F +5,845 shares

    0.01% of the 13F portfolio, value $579,399.

    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 26,113 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $453,061.

    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).