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Disclosery

NewEdge Wealth, LLC: IUSV position timeline

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

NewEdge Wealth, LLC held 27,969 IUSV 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 27,969 shares
    Change vs previous 13F +6,594 shares

    0.03% of the 13F portfolio, value $3,080,772.

    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 21,375 shares
    Change vs previous 13F +997 shares

    0.03% of the 13F portfolio, value $2,185,623.

    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 20,378 shares
    Change vs previous 13F +1,151 shares

    0.02% of the 13F portfolio, value $2,089,514.

    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 19,227 shares
    Change vs previous 13F +3,219 shares

    0.03% of the 13F portfolio, value $1,936,750.

    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 16,008 shares
    Change vs previous 13F +12,455 shares

    0.02% of the 13F portfolio, value $1,528,606.

    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 3,553 shares
    Change vs previous 13F -392 shares

    0.01% of the 13F portfolio, value $327,900.

    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 3,945 shares
    Change vs previous 13F -7,412 shares

    0.01% of the 13F portfolio, value $365,282.

    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 11,357 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,084,436.

    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).