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Disclosery

NewEdge Wealth, LLC: IUSG position timeline

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

NewEdge Wealth, LLC held 13,793 IUSG 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 13,793 shares
    Change vs previous 13F +286 shares

    0.03% of the 13F portfolio, value $2,594,348.

    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 13,507 shares
    Change vs previous 13F -1,696 shares

    0.03% of the 13F portfolio, value $2,095,015.

    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 15,203 shares
    Change vs previous 13F +5,267 shares

    0.03% of the 13F portfolio, value $2,553,230.

    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 9,936 shares
    Change vs previous 13F +2,073 shares

    0.02% of the 13F portfolio, value $1,671,868.

    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 7,863 shares
    Change vs previous 13F +1,514 shares

    0.02% of the 13F portfolio, value $1,222,783.

    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 6,349 shares
    Change vs previous 13F +504 shares

    0.01% of the 13F portfolio, value $806,879.

    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 5,845 shares
    Change vs previous 13F -4,151 shares

    0.01% of the 13F portfolio, value $814,499.

    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 9,996 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,318,536.

    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).