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Disclosery

NewEdge Wealth, LLC: ITA position timeline

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

NewEdge Wealth, LLC held 15,660 ITA 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 15,660 shares
    Change vs previous 13F +531 shares

    0.04% of the 13F portfolio, value $3,796,333.

    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 15,129 shares
    Change vs previous 13F -50 shares

    0.04% of the 13F portfolio, value $3,309,499.

    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 15,179 shares
    Change vs previous 13F +38 shares

    0.04% of the 13F portfolio, value $3,258,808.

    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 15,141 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $3,171,613.

    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 15,141 shares
    Change vs previous 13F -12,029 shares

    0.05% of the 13F portfolio, value $2,982,188.

    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 27,170 shares
    Change vs previous 13F -2,772 shares

    0.08% of the 13F portfolio, value $4,159,763.

    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 29,942 shares
    Change vs previous 13F +284 shares

    0.08% of the 13F portfolio, value $4,352,078.

    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 29,658 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,438,031.

    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).