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Disclosery

NewEdge Wealth, LLC: ITOT position timeline

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

NewEdge Wealth, LLC held 32,540 ITOT 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 32,540 shares
    Change vs previous 13F +2,187 shares

    0.05% of the 13F portfolio, value $5,345,423.

    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 30,353 shares
    Change vs previous 13F +5,641 shares

    0.05% of the 13F portfolio, value $4,323,163.

    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 24,712 shares
    Change vs previous 13F +9,295 shares

    0.04% of the 13F portfolio, value $3,674,360.

    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 15,417 shares
    Change vs previous 13F -505 shares

    0.03% of the 13F portfolio, value $2,279,577.

    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 15,922 shares
    Change vs previous 13F -493 shares

    0.03% of the 13F portfolio, value $2,199,481.

    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 16,415 shares
    Change vs previous 13F +632 shares

    0.04% of the 13F portfolio, value $2,002,807.

    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 15,783 shares
    Change vs previous 13F -246 shares

    0.04% of the 13F portfolio, value $2,030,021.

    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 16,029 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,013,573.

    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).