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Disclosery

NewEdge Wealth, LLC: IVV position timeline

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

NewEdge Wealth, LLC held 56,970 IVV 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 56,970 shares
    Change vs previous 13F +1,187 shares

    0.43% of the 13F portfolio, value $42,664,512.

    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 55,783 shares
    Change vs previous 13F +15,303 shares

    0.43% of the 13F portfolio, value $36,438,024.

    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 40,480 shares
    Change vs previous 13F +5,743 shares

    0.31% of the 13F portfolio, value $27,726,297.

    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 34,737 shares
    Change vs previous 13F +14,709 shares

    0.34% of the 13F portfolio, value $23,653,006.

    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 20,028 shares
    Change vs previous 13F +5,864 shares

    0.2% of the 13F portfolio, value $12,726,335.

    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 14,164 shares
    Change vs previous 13F -483 shares

    0.14% of the 13F portfolio, value $7,958,625.

    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 14,647 shares
    Change vs previous 13F +1,930 shares

    0.15% of the 13F portfolio, value $8,622,500.

    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 12,717 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,335,560.

    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).