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Disclosery

NewEdge Wealth, LLC: IWD position timeline

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

NewEdge Wealth, LLC held 53,283 IWD 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 53,283 shares
    Change vs previous 13F +23,023 shares

    0.13% of the 13F portfolio, value $12,917,292.

    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 30,260 shares
    Change vs previous 13F -58,036 shares

    0.08% of the 13F portfolio, value $6,465,737.

    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 88,296 shares
    Change vs previous 13F +40,062 shares

    0.21% of the 13F portfolio, value $18,572,203.

    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 48,234 shares
    Change vs previous 13F -536 shares

    0.14% of the 13F portfolio, value $9,848,822.

    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 48,770 shares
    Change vs previous 13F -922 shares

    0.15% of the 13F portfolio, value $9,493,966.

    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 49,692 shares
    Change vs previous 13F -37,849 shares

    0.17% of the 13F portfolio, value $9,350,041.

    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 87,541 shares
    Change vs previous 13F +61,931 shares

    0.28% of the 13F portfolio, value $16,206,424.

    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 25,610 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,860,799.

    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).